Meridian Growth Fund® Class C (MRCGX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
27.51
+0.44 (1.63%)
Apr 23, 2025, 4:00 PM EDT
-4.78% (1Y)
| Fund Assets | 1.46B |
| Expense Ratio | 1.92% |
| Min. Investment | $2,500 |
| Turnover | n/a |
| Dividend (ttm) | 0.04 |
| Dividend Yield | 0.16% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 20, 2024 |
| Previous Close | 27.07 |
| YTD Return | -13.14% |
| 1-Year Return | -4.51% |
| 5-Year Return | 33.30% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 90 |
| Inception Date | Jul 1, 2015 |
About MRCGX
The Fund's investment strategy focuses on Mid-Cap with 1.87% total expense ratio. The minimum amount to invest in Meridian Fund, Inc: Meridian Growth Fund; Class C Shares is $2,500 on a standard taxable account. Meridian Fund, Inc: Meridian Growth Fund; Class C Shares seeks long-term growth of capital by investing primarily in small to medium-sized companies with above-average growth in revenues and earnings.
Category Small Growth
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MRCGX
Share Class Class C
Index Russell 2500 Growth TR
Performance
MRCGX had a total return of -4.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.15%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VEXPX | Vanguard | Vanguard Explorer Fund Investor Class | 0.44% |
Top 10 Holdings
29.53% of assets| Name | Symbol | Weight |
|---|---|---|
| Goldman Sachs Financial Square Government Fund | FGTXX | 4.32% |
| RB Global, Inc. | RBA | 3.55% |
| Trimble Inc. | TRMB | 3.04% |
| CarGurus, Inc. | CARG | 2.95% |
| Ziff Davis, Inc. | ZD | 2.93% |
| Churchill Downs Incorporated | CHDN | 2.86% |
| STERIS plc | STE | 2.55% |
| Alight, Inc. | ALIT | 2.53% |
| Euronet Worldwide, Inc. | EEFT | 2.51% |
| Okta, Inc. | OKTA | 2.30% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 20, 2024 | $0.04354 | Dec 20, 2024 |
| Dec 21, 2022 | $4.09829 | Dec 21, 2022 |
| Dec 18, 2020 | $0.42137 | Dec 18, 2020 |
| Dec 20, 2019 | $3.54862 | Dec 20, 2019 |
| Dec 20, 2018 | $5.65171 | Dec 20, 2018 |
| Dec 20, 2017 | $2.94248 | Dec 20, 2017 |