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Meridian Small Cap Growth Investor MISGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Meridian Investment Hub

Morningstar’s Analysis MISGX

Will MISGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MISGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MISGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MISGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced managers executing the strategy they know well.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Most share classes remain closed to new investors, and Meridian Small Cap Growth's managers continue to ply the strategy they know well. The following text is from April 24, 2023.

by Todd Trubey
Rated on Published on

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