About MSGRX
Meridian Small Cap Growth Fund Institutional Class is a U.S.-domiciled mutual fund focused on delivering long-term capital appreciation by investing primarily in the equity securities of small-capitalization growth companies. Managed by an experienced team with a research-driven and risk-aware approach, the fund targets businesses demonstrating strong growth potential, differentiated business models, and durable competitive advantages. Its investment strategy emphasizes fundamental analysis to select high-quality, innovative firms, typically in the early stages of their development and often operating in dynamic industries such as technology, healthcare, and consumer discretionary sectors.
The fund is benchmarked against the Russell 2000 Growth Index, aligning its portfolio with the faster-growing segment of small-cap equities. Given its concentration in smaller, high-growth businesses, the fund tends to exhibit higher volatility than large-cap or value-oriented counterparts, reflecting the inherent risks and opportunities in this market segment. As an institutional share class, it is designed for larger investors, featuring a higher minimum investment and a competitive expense ratio. Meridian Small Cap Growth Fund Institutional Class plays a significant role for investors seeking exposure to up-and-coming U.S. companies positioned for potential expansion and innovation in the economy.
Fund Family Meridian
Category Small Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MSGRX
Share Class Institutional Class
Index Russell 2000 Growth TR
MSGRX had a total return of 0.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.99%.
