MRIGX : Meridian Growth Fund® Investor Class

MRIGX is a US Stocks Market Small Growth with LOW fees.

MRIGX

Meridian Growth Fund® Investor Class

FI Score

60 /100

Expense Ratio Rating

9 /10

Expense Rating

1 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

60% FI Score
  • mrigx
  • Mutual Fund
  • US Stocks
  • Small Growth

Meridian Growth Fund® Investor Class

Expenses: 0.87% (Better than 1% of similar funds)

This is an OK 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

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