Meridian Small Cap Growth's proven team is a strength, but concerns about its otherwise sensible process and high fees mean its Morningstar Analyst Rating ranges from Bronze to Neutral across its share classes. All but the Institutional shares are closed to new investors.
Will MSGGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MSGGX’s parent organization’s priorities and whether they’re in line with investors’ interests.