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Meridian Growth Institutional MRRGX

Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 34.88  /  +1.54 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 47%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis MRRGX

Will MRRGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still a valid option at the right price.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Meridian Growth features a seasoned, cohesive team and a sensible, stable approach, driving a Morningstar Analyst Rating of Bronze for most share classes but Neutral for the pricier C shares. All but the institutional shares are closed to new investors.

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Portfolio Holdings MRRGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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