Meridian Growth Fund Class C (MRCGX)

Fund Assets	445.89M
Expense Ratio	1.937%
Min. Investment	$2,500
Turnover	49.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 19, 2025

Previous Close	24.76
YTD Return	-5.67%
1-Year Return	-3.85%
5-Year Return	-27.44%
52-Week Low	23.74
52-Week High	30.24
Beta (5Y)	1.27
Holdings	91
Inception Date	Jul 1, 2015

About MRCGX

Meridian Growth Fund Class C is a mutual fund focused on achieving long-term capital growth by investing primarily in equity securities of small and mid-sized U.S. companies. The fund utilizes a fundamental, research-driven approach to identify businesses with strong competitive advantages, differentiated business models, and expansive addressable markets. Its portfolio is diversified across sectors such as technology, industrials, consumer cyclicals, healthcare, and communication services. The investment team brings decades of experience in managing small and mid-cap growth strategies, emphasizing both disciplined portfolio construction and downside risk protection. Meridian Growth Fund Class C tracks its performance against the Russell 2500 Growth Index and remains dedicated to uncovering companies that exhibit above-average earnings and revenue growth potential. The fund is commonly used by investors aiming to gain exposure to the dynamic segment of the U.S. equity market represented by innovative, growth-oriented smaller enterprises.

• Fund Family: Meridian
• 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 -3.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.36%.

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	0.41%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MRRGX	Institutional Class	0.88%
MERDX	Legacy Class	0.91%
MRIGX	Investor Class	0.96%
MRAGX	Class A	1.23%

Top 10 Holdings

24.72% of assets

Name	Symbol	Weight
Invesco Shrt-Trm Inv Gov&Agcy Instl	AGPXX	4.17%
RB Global, Inc.	RBA	2.49%
Curtiss-Wright Corporation	CW	2.46%
Axogen, Inc.	AXGN	2.43%
Federal Signal Corporation	FSS	2.36%
Hinge Health, Inc.	HNGE	2.29%
Definium Therapeutics, Inc.	DFTX	2.20%
Veracyte, Inc.	VCYT	2.14%
StandardAero, Inc.	SARO	2.09%
Turning Point Brands, Inc.	TPB	2.08%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2025	$2.82292	Dec 19, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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