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Meridian Growth Legacy MERDX

Analyst rating as of
NAV / 1-Day Return
36.48  /  0.27 %
Total Assets
1.6 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Below Average
Longest Manager Tenure
8.71 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
30%
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Morningstar’s Analysis

Will MERDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Good managers with a solid pedigree.

Associate Director

Summary

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Meridian Growth’s proven, experienced team is a strength, but a few risks keep its Morningstar Analyst Rating at Bronze for most share classes but Neutral for the pricier C shares. All but the Institutional shares are closed to new investors.

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