Proven managers and a process with strong points help, but high fees mean Meridian Small Cap Growth’s share classes earn Morningstar Analyst Ratings ranging from Bronze to Neutral. All but the Institutional shares are closed to new investors.
Will MISGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MISGX’s parent organization’s priorities and whether they’re in line with investors’ interests.