Meridian Small Financials
| MSGRX Fund | USD 14.08 0.24 1.68% |
Meridian |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Meridian Small Fund Summary
Meridian Small competes with Invesco Corporate, Invesco Comstock, Invesco Growth, Invesco Equity, and Invesco Quality. 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.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5896198240 |
| Business Address | Meridian Fund |
| Mutual Fund Family | Meridian |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 446 6662 |
| Currency | USD - US Dollar |
Meridian Financial Ratios 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.Meridian Small Cap Systematic Risk
Meridian Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Meridian Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Meridian Small Cap correlated with the market. If Beta is less than 0 Meridian Small generally moves in the opposite direction as compared to the market. If Meridian Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Meridian Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Meridian Small is generally in the same direction as the market. If Beta > 1 Meridian Small moves generally in the same direction as, but more than the movement of the benchmark.
Meridian Small November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Meridian Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Meridian Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Meridian Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Meridian Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Meridian Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9583 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 5.48 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 1.6 |
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.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |