Meridian Growth Fund Investor Class (MRIGX)

Fund Assets	445.89M
Expense Ratio	0.917%
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	29.34
YTD Return	-6.00%
1-Year Return	-6.01%
5-Year Return	-25.91%
52-Week Low	27.41
52-Week High	34.39
Beta (5Y)	1.27
Holdings	91
Inception Date	Nov 15, 2013

About MRIGX

Meridian Growth Fund Investor Class is a mutual fund focused on achieving long-term capital growth by investing predominantly in U.S. small- and mid-capitalization companies. Managed by an experienced team employing a research-driven process, the fund targets businesses exhibiting strong competitive advantages, differentiated business models, and substantial market opportunities. The investment approach emphasizes fundamental analysis to select high-quality growth companies with robust balance sheets and prospects for above-average revenue and earnings growth. While the fund primarily invests in domestic equities, it may allocate up to 25% of assets to international and emerging market stocks. Serving as a vehicle for investors seeking exposure to the growth potential in the small- and mid-cap segments of the U.S. equity market, the fund aligns its performance benchmark with the Russell 2500 Growth Index. Since its inception, the Meridian Growth Fund Investor Class has played a notable role in the broader market by offering diversified access to dynamic sectors that drive economic innovation and expansion within the growth equity space.

• Fund Family: Meridian
• Category: Small Growth
• Performance Rating: Low
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MRIGX
• Share Class: Investor Class
• Index: Russell 2500 Growth TR

Performance

MRIGX had a total return of -6.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.76%.

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%
MRAGX	Class A	1.23%
MRCGX	Class C	1.93%

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 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	$5.44427	Dec 20, 2018
Dec 20, 2017	$2.94248	Dec 20, 2017

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 23, 2026

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