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 (11), Brian Schaub (11) | |||
| 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) | 0.49% | |||
| Asset Allocation | MRRGX-NASDAQ | Click to Compare |
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| Cash | 1.80% | |||
| Stock | 93.80% | |||
| U.S. Stock | 88.94% | |||
| Non-U.S. Stock | 4.86% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 4.41% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MRRGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.01% | |||
| 30-Day Total Return | 0.40% | |||
| 60-Day Total Return | 0.60% | |||
| 90-Day Total Return | 3.91% | |||
| Year to Date Total Return | -3.65% | |||
| 1-Year Total Return | -4.30% | |||
| 2-Year Total Return | 7.14% | |||
| 3-Year Total Return | 11.07% | |||
| 5-Year Total Return | 17.66% | |||
| 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 | $35.05 | |||
| 1-Month Low NAV | $33.29 | |||
| 1-Month High NAV | $35.41 | |||
| 52-Week Low NAV | $29.41 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.94 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | MRRGX-NASDAQ | Click to Compare |
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| Beta | 1.12 | |||
| Standard Deviation | 19.12 | |||
| Balance Sheet | MRRGX-NASDAQ | Click to Compare |
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| Total Assets | 758.28M | |||
| Operating Ratios | MRRGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.88% | |||
| Turnover Ratio | 33.00% | |||
| Performance | MRRGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.69% | |||
| Last Bear Market Total Return | -22.21% | |||