Morningstar

Meridian Growth Fund® Investor Class MRIGX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 32.25  /  +0.03 %
  • Total Assets 680.2M
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • 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 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:35 AM GMT+0

Morningstar’s Analysis MRIGX

Will MRIGX 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 MRIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian 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.

by Morningstar Automated Analysis
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Portfolio Holdings MRIGX

More MRIGX 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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