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.
Meridian Small Cap Growth A MSGAX
- NAV / 1-Day Return 12.40 / +1.64 %
- Total Assets 433.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Limited
- TTM Yield 0.00
- Turnover 42%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis MSGAX
Will MSGAX 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 26.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CarGurus Inc Class A | 2.93 | 12.9 Mil | Consumer Cyclical |
RB Global Inc | 2.85 | 12.6 Mil | Industrials |
Turning Point Brands Inc | 2.75 | 12.1 Mil | Consumer Defensive |
ACV Auctions Inc Ordinary Shares - Class A | 2.75 | 12.1 Mil | Consumer Cyclical |
Smartsheet Inc Class A | 2.63 | 11.6 Mil | Technology |
TransMedics Group Inc | 2.59 | 11.4 Mil | Healthcare |
Merit Medical Systems Inc | 2.53 | 11.1 Mil | Healthcare |
Mirion Technologies Inc Ordinary Shares Class A | 2.38 | 10.5 Mil | Industrials |
PlayAGS Inc | 2.33 | 10.3 Mil | Consumer Cyclical |
Stoneridge Inc | 2.30 | 10.1 Mil | Consumer Cyclical |