Proven managers and a process with strong points help, but high fees mean Meridian Small Cap Growth’s share classes earn Morningstar Analyst Ratings ranging from Bronze to Neutral. All but the Institutional shares are closed to new investors.
Meridian Small Cap Growth Legacy MSGGX
NAV / 1-Day Return
22.31
/
1.28
%
Total Assets
1.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.140%
Expense Ratio
1.140%
Fee Level
Average
Longest Manager Tenure
7.51
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
1,000
Status
Closed
TTM Yield
0.00%
Turnover
40%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MSGGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSGGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSGGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MSGGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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