Meridian Small Financial Statements From 2010 to 2024
| MSGRX Fund | USD 14.08 0.24 1.68% |
Check Meridian Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Meridian Small's main balance sheet or income statement drivers, such as , as well as many indicators such as . Meridian financial statements analysis is a perfect complement when working with Meridian Small Valuation or Volatility modules.
Meridian |
Meridian Small Cap Mutual Fund One Year Return Analysis
Meridian Small's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Meridian Small One Year Return | 27.07 % |
Most of Meridian Small's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Meridian Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Meridian Small Cap has an One Year Return of 27.0718%. This is much higher than that of the Meridian family and significantly higher than that of the Small Growth category. The one year return for all United States funds is notably lower than that of the firm.
Meridian Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Meridian Small's current stock value. Our valuation model uses many indicators to compare Meridian Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Meridian Small competition to find correlations between indicators driving Meridian Small's intrinsic value. More Info.Meridian Small Cap is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 2.38 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Meridian Small's earnings, one of the primary drivers of an investment's value.About Meridian Small Financial Statements
Meridian Small investors use historical fundamental indicators, such as Meridian Small's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Meridian Small. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in equity securities of U.S. small capitalization companies. It may also invest up to 20 percent of its net assets in securities of companies of any market capitalization.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Meridian Mutual Fund
Meridian Small financial ratios help investors to determine whether Meridian Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Meridian with respect to the benefits of owning Meridian Small security.
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