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Morningstar

Meridian Small Cap Growth C MSGCX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 10.92  /  +0.09 %
  • Total Assets 469.9 Mil
  • Adj. Expense Ratio
    2.230%
  • Expense Ratio 2.230%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield —
  • Turnover 53%

USD | NAV as of May 08, 2024 | 1-Day Return as of May 08, 2024, 12:32 AM GMT+0

Morningstar’s Analysis MSGCX

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

  • People Pillar

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

Experienced managers executing the strategy they know well.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Most share classes remain closed to new investors, and Meridian Small Cap Growth's managers continue to ply the strategy they know well. The following text is from April 24, 2023.

by Todd Trubey
Rated on Published on

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Portfolio Holdings MSGCX

More MSGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Industrials

RB Global Inc

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Industrials

ACV Auctions Inc Ordinary Shares - Class A

2.97 15.9 Mil
Consumer Cyclical

Alight Inc Class A

2.91 15.6 Mil
Technology

Turning Point Brands Inc

2.72 14.6 Mil
Consumer Defensive

CarGurus Inc Class A

2.71 14.5 Mil
Consumer Cyclical

LegalZoom.com Inc

2.41 12.9 Mil
Industrials

Merit Medical Systems Inc

2.34 12.5 Mil
Healthcare

Stoneridge Inc

2.28 12.2 Mil
Consumer Cyclical

Mirion Technologies Inc Ordinary Shares Class A

2.26 12.1 Mil
Industrials