Morningstar

Meridian Growth Fund® A Class MRAGX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 30.36  /  −1.19 %
  • Total Assets 680.2M
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 10:48 PM GMT+0

Morningstar’s Analysis MRAGX

Will MRAGX outperform in the 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 MRAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRAGX 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 MRAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Growth A 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.

by Morningstar Automated Analysis
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Portfolio Holdings MRAGX

More MRAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Curtiss-Wright Corp

2.64 12M
Industrials

Turning Point Brands Inc

2.54 12M
Consumer Defensive

RB Global Inc

2.44 11M
Industrials

Churchill Downs Inc

2.40 11M
Consumer Cyclical

Trimble Inc

2.38 11M
Technology

Federal Signal Corp

2.36 11M
Industrials

The Cooper Companies Inc

2.23 10M
Healthcare

Axogen Inc

2.15 10M
Healthcare

Kirby Corp

2.15 10M
Industrials

Evolve Vacation Rental Network Inc Series 9 Preferred Stock

2.10 10M
Corporate

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