MRCGX : Meridian Growth Fund® Class C

MRCGX is a US Stocks Market Small Growth with HIGH fees.

MRCGX

Meridian Growth Fund® Class C

FI Score

39 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

39% FI Score
  • mrcgx
  • Mutual Fund
  • US Stocks
  • Small Growth

Meridian Growth Fund® Class C

Expenses: 1.87% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Largest Holdings

Amount Holding
2.88% J2 Global Inc
2.87% Skechers USA Inc
2.86% LogMeIn Inc
2.63% Trinet Group Inc
2.39% Steris PLC
2.31% Sally Beauty Holdings Inc
2.20% SolarWinds Corp Ordinary Shares
2.20% BioTelemetry Inc
2.18% Clean Harbors Inc
2.17% Hanesbrands Inc
2.00% Sensata Technologies Holding PLC
1.98% Merit Medical Systems Inc
1.80% Ritchie Bros Auctioneers Inc
1.76% Pinterest Inc
1.76% Frontdoor Inc
1.75% ON Semiconductor Corp
1.66% John Bean Technologies Corp
1.62% ABM Industries Inc
1.58% The Middleby Corp
1.56% Kirby Corp
1.56% Tennant Co
1.53% 2U Inc
1.50% Belden Inc
1.44% Mednax Inc
1.37% SS&C Technologies Holdings Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo