Meridian Growth C 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 Growth Fund® Class C MRCGX
- NAV / 1-Day Return 27.81 / −0.39 %
- Total Assets 680.2M
-
Adj. Expense Ratio
1.930%
- Expense Ratio 1.820%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Limited
- TTM Yield 0.00
- Turnover 40%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:51 AM GMT+0
Morningstar’s Analysis MRCGX
Will MRCGX 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 MRCGX 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 MRCGX’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 23.4
|
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 |
United States