Meridian Small Cap Growth Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Meridian Small Cap Growth Fund Investor Shares MISGX
- NAV / 1-Day Return 12.60 / +0.08 %
- Total Assets 329.6M
-
Adj. Expense Ratio
1.260%
- Expense Ratio 1.250%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 37%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:51 AM GMT+0
Morningstar’s Analysis MISGX
Will MISGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Goldman Sachs FS Government Instl | 4.93 | 12M | Cash and Equivalents |
Axogen Inc | 3.04 | 7M | Healthcare |
Evolve (Real Estate Services) | 2.53 | 6M | — |
Turning Point Brands Inc | 2.34 | 6M | Consumer Defensive |
Apartment List Inc. Series D Preferred Stock | 2.31 | 5M | Corporate |
Federal Signal Corp | 2.27 | 5M | Industrials |
Tandem Diabetes Care Inc | 2.23 | 5M | Healthcare |
Hinge Health Inc Ordinary Shares - Class A | 2.21 | 5M | Healthcare |
Viper Energy Inc Ordinary Shares - Class A | 2.20 | 5M | Energy |
Kadant Inc | 2.12 | 5M | Industrials |
United States