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 (12), Brian Schaub (12) | |||
| 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) | 0.37% | |||
| Asset Allocation | MRIGX-NASDAQ | Click to Compare |
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| Cash | 0.36% | |||
| Stock | 94.01% | |||
| U.S. Stock | 89.20% | |||
| Non-U.S. Stock | 4.81% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 5.63% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MRIGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.70% | |||
| 30-Day Total Return | -5.85% | |||
| 60-Day Total Return | -7.57% | |||
| 90-Day Total Return | -7.84% | |||
| Year to Date Total Return | -7.66% | |||
| 1-Year Total Return | -1.51% | |||
| 2-Year Total Return | -8.05% | |||
| 3-Year Total Return | -4.20% | |||
| 5-Year Total Return | -21.92% | |||
| 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 | $28.30 | |||
| 1-Month Low NAV | $27.41 | |||
| 1-Month High NAV | $30.19 | |||
| 52-Week Low NAV | $27.41 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.00 | |||
| 52-Week High Price (Date) | Jul 10, 2025 | |||
| Beta / Standard Deviation | MRIGX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 16.35 | |||
| Balance Sheet | MRIGX-NASDAQ | Click to Compare |
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| Total Assets | 686.75M | |||
| Operating Ratios | MRIGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 40.00% | |||
| Performance | MRIGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.66% | |||
| Last Bear Market Total Return | -22.25% | |||