Advertisement
Skip to Content
Morningstar

Meridian Small Cap Growth Legacy MSGGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.76  /  0.86 %
  • Total Assets 768.2 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 45%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s 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

| by Tony Thomas

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.

Unlock our full analysis with Morningstar Investor