C
Meridian Growth Fund® Investor Class MRIGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MRIGX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C-
Risk Index Fair
Risk Grade C-
Company Info MRIGX-NASDAQ Click to
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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
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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
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Dividend Yield 0.00%
Dividend MRIGX-NASDAQ Click to
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Dividend Yield (Forward) 0.32%
Asset Allocation MRIGX-NASDAQ Click to
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Cash 1.19%
Stock 94.14%
U.S. Stock 91.82%
Non-U.S. Stock 2.32%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 4.67%
Convertible 0.00%
Other Net 0.00%
Price History MRIGX-NASDAQ Click to
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7-Day Total Return -0.76%
30-Day Total Return -8.04%
60-Day Total Return -6.31%
90-Day Total Return -8.44%
Year to Date Total Return -2.67%
1-Year Total Return -4.45%
2-Year Total Return -10.14%
3-Year Total Return 4.73%
5-Year Total Return -22.55%
Price MRIGX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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NAV MRIGX-NASDAQ Click to
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Nav $29.83
1-Month Low NAV $29.43
1-Month High NAV $32.44
52-Week Low NAV $27.41
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $34.39
52-Week High Price (Date) Dec 11, 2025
Beta / Standard Deviation MRIGX-NASDAQ Click to
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Beta 1.15
Standard Deviation 17.70
Balance Sheet MRIGX-NASDAQ Click to
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Total Assets 478.88M
Operating Ratios MRIGX-NASDAQ Click to
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Expense Ratio 0.96%
Turnover Ratio 49.00%
Performance MRIGX-NASDAQ Click to
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Last Bull Market Total Return 3.94%
Last Bear Market Total Return -22.25%