Meridian Small Cap Growth Fund Legacy Class MSGGX Strategy

| Medalist Rating as of | See Meridian Investment Hub

Strategy

The investment seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies. The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (including common stocks, preferred stocks and securities convertible into common and preferred stocks) of U.S. small capitalization companies. It may also invest up to 20% of its net assets in securities of companies of any market capitalization.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MSGGX
Meridian Small Cap Growth Fund Legacy ClassNo LoadClosed $10.44M1.220%Above Average$1,000—
MISGX
Meridian Small Cap Growth Fund Investor SharesInstitutionalOpen $19.61M1.260%High$2,500—
MSGRX
Meridian Small Cap Growth Fund Institutional ClassInstitutionalOpen $138.84M1.110%High$1M—
MSGAX
Meridian Small Cap Growth Fund A ClassFront LoadOpen $4.49M1.510%High$2,500—
MSGCX
Meridian Small Cap Growth Fund Class CLevel LoadLimited $468,363.002.260%High$2,500—

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