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.
Meridian Growth Institutional MRRGX
- NAV / 1-Day Return 34.88 / +1.54 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Goldman Sachs FS Government Instl | 6.72 | 92.8 Mil | Cash and Equivalents |
RB Global Inc | 3.42 | 47.2 Mil | Industrials |
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Euronet Worldwide Inc | 3.18 | 43.9 Mil | Technology |
Sensata Technologies Holding PLC | 3.18 | 43.8 Mil | Technology |
Ziff Davis Inc | 3.09 | 42.6 Mil | Communication Services |
Trimble Inc | 2.79 | 38.5 Mil | Technology |
CarGurus Inc Class A | 2.76 | 38.1 Mil | Consumer Cyclical |
Steris PLC | 2.72 | 37.6 Mil | Healthcare |
Matson Inc | 2.53 | 34.9 Mil | Industrials |