Meridian Growth Fund® Investor Class
MRIGX
NASDAQ
| Weiss Ratings | MRIGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MRIGX-NASDAQ | Click to Compare |
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| Provider | Meridian | |||
| Manager/Tenure (Years) | Chad Meade (11), Brian Schaub (11) | |||
| Website | http://www.meridianfund.com | |||
| Fund Information | MRIGX-NASDAQ | Click to Compare |
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| Fund Name | Meridian Growth Fund® Investor Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 15, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRIGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MRIGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.47% | |||
| Asset Allocation | MRIGX-NASDAQ | Click to Compare |
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| Cash | 5.10% | |||
| Stock | 90.56% | |||
| U.S. Stock | 85.87% | |||
| Non-U.S. Stock | 4.69% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.34% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MRIGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.58% | |||
| 30-Day Total Return | -2.32% | |||
| 60-Day Total Return | 8.35% | |||
| 90-Day Total Return | -1.54% | |||
| Year to Date Total Return | -6.97% | |||
| 1-Year Total Return | -0.65% | |||
| 2-Year Total Return | 0.57% | |||
| 3-Year Total Return | 15.10% | |||
| 5-Year Total Return | 24.10% | |||
| Price | MRIGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MRIGX-NASDAQ | Click to Compare |
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| Nav | $33.21 | |||
| 1-Month Low NAV | $32.81 | |||
| 1-Month High NAV | $34.34 | |||
| 52-Week Low NAV | $28.85 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.21 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | MRIGX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 20.52 | |||
| Balance Sheet | MRIGX-NASDAQ | Click to Compare |
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| Total Assets | 807.41M | |||
| Operating Ratios | MRIGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.97% | |||
| Turnover Ratio | 33.00% | |||
| Performance | MRIGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.66% | |||
| Last Bear Market Total Return | -22.25% | |||