We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Meridian Growth's experienced team continues to ply the same process it has employed for years. The following text is from April 24, 2023.
Meridian Growth Institutional MRRGX
- NAV / 1-Day Return 36.14 / +0.87 %
- Total Assets 1.1 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 0.00
- Turnover 33%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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 30.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
RB Global Inc | 3.84 | 43.9 Mil | Industrials |
Goldman Sachs FS Government Instl | 3.69 | 42.2 Mil | Cash and Equivalents |
Trimble Inc | 3.29 | 37.6 Mil | Technology |
Ziff Davis Inc | 3.05 | 34.9 Mil | Communication Services |
Churchill Downs Inc | 3.05 | 34.9 Mil | Consumer Cyclical |
CarGurus Inc Class A | 3.00 | 34.3 Mil | Consumer Cyclical |
Sensata Technologies Holding PLC | 2.95 | 33.8 Mil | Technology |
Euronet Worldwide Inc | 2.84 | 32.5 Mil | Technology |
ACV Auctions Inc Ordinary Shares - Class A | 2.83 | 32.3 Mil | Consumer Cyclical |
Steris PLC | 2.76 | 31.5 Mil | Healthcare |