Meridian Growth Fund® Institutional Class
MRRGX
NASDAQ
| Weiss Ratings | MRRGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | MRRGX-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 | MRRGX-NASDAQ | Click to Compare |
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| Fund Name | Meridian Growth Fund® Institutional Class | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 24, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MRRGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | MRRGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.37% | |||
| Asset Allocation | MRRGX-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 | MRRGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.68% | |||
| 30-Day Total Return | -5.85% | |||
| 60-Day Total Return | -7.56% | |||
| 90-Day Total Return | -7.80% | |||
| Year to Date Total Return | -7.62% | |||
| 1-Year Total Return | -1.39% | |||
| 2-Year Total Return | -7.87% | |||
| 3-Year Total Return | -3.94% | |||
| 5-Year Total Return | -21.52% | |||
| Price | MRRGX-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 | MRRGX-NASDAQ | Click to Compare |
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| Nav | $28.94 | |||
| 1-Month Low NAV | $28.03 | |||
| 1-Month High NAV | $30.87 | |||
| 52-Week Low NAV | $28.03 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $35.69 | |||
| 52-Week High Price (Date) | Jul 10, 2025 | |||
| Beta / Standard Deviation | MRRGX-NASDAQ | Click to Compare |
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| Beta | 1.20 | |||
| Standard Deviation | 16.37 | |||
| Balance Sheet | MRRGX-NASDAQ | Click to Compare |
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| Total Assets | 686.75M | |||
| Operating Ratios | MRRGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.88% | |||
| Turnover Ratio | 40.00% | |||
| Performance | MRRGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.69% | |||
| Last Bear Market Total Return | -22.21% | |||