Meridian Growth Fund® Investor Class (MRIGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
33.38
-0.86 (-2.51%)
Aug 1, 2025, 8:06 AM EDT
-2.51%
Fund Assets796.01M
Expense Ratio0.97%
Min. Investment$2,500
Turnover33.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close34.24
YTD Return-4.09%
1-Year Return-0.94%
5-Year Return21.07%
52-Week Low28.85
52-Week High38.21
Beta (5Y)1.12
Holdings89
Inception DateNov 19, 2013

About MRIGX

Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Fund Family Meridian
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol MRIGX
Share Class Investor Class
Index Russell 2500 Growth TR

Performance

MRIGX had a total return of -0.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.17%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VEXPXVanguardVanguard Explorer Fund Investor Class0.44%

Other Share Classes

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

SymbolShare ClassExpense Ratio
MRRGXInstitutional Class0.88%
MERDXLegacy Class0.91%
MRAGXClass A1.21%
MRCGXClass C1.92%

Top 10 Holdings

24.62% of assets
NameSymbolWeight
RB Global, Inc.RBA3.61%
Euronet Worldwide, Inc.EEFT2.71%
Churchill Downs IncorporatedCHDN2.51%
CarGurus, Inc.CARG2.48%
Trimble Inc.TRMB2.44%
Ziff Davis, Inc.ZD2.35%
Waystar Holding Corp.WAY2.24%
Alight, Inc.ALIT2.12%
The Cooper Companies, Inc.COO2.09%
STERIS plcSTE2.08%
View More Holdings