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Morningstar

Meridian Small Cap Growth Legacy MSGGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.44  /  0.95 %
Total Assets
739.4 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Average
Longest Manager Tenure
8.79 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
45%

Morningstar’s Fund Analysis MSGGX

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.

Good managers with a solid pedigree.

Associate Director

Summary

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Meridian Small Cap Growth’s proven, experienced team is a strength, but some risky features and high fees result in Morningstar Analyst Ratings ranging from Bronze to Neutral. All but the Institutional shares are closed to new investors.

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