Skip to Content

Meridian Growth Legacy MERDX

Analyst rating as of
NAV / 1-Day Return
35.00  /  2.21 %
Total Assets
1.4 Bil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Below Average
Longest Manager Tenure
9.25 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
42%

Morningstar’s Fund Analysis MERDX

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

|

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.

Unlock our full analysis with Morningstar Investor