Morningstar

Meridian Small Cap Growth Fund Legacy Class MSGGX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 13.61  /  +1.80 %
  • Total Assets 329.6M
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.210%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:46 AM GMT+0

Morningstar’s Analysis MSGGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Small Cap Growth Legacy 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 MSGGX

More MSGGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

4.93 12M
Cash and Equivalents

Axogen Inc

3.04 7M
Healthcare

Evolve (Real Estate Services)

2.53 6M
—

Turning Point Brands Inc

2.34 6M
Consumer Defensive

Apartment List Inc. Series D Preferred Stock

2.31 5M
Corporate

Federal Signal Corp

2.27 5M
Industrials

Tandem Diabetes Care Inc

2.23 5M
Healthcare

Hinge Health Inc Ordinary Shares - Class A

2.21 5M
Healthcare

Viper Energy Inc Ordinary Shares - Class A

2.20 5M
Energy

Kadant Inc

2.12 5M
Industrials

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