Meridian Small Cap Fund Quote
| MSGAX Fund | USD 13.12 0.22 1.65% |
Performance4 of 100
| Odds Of DistressLess than 22
|
Meridian Small is trading at 13.12 as of the 24th of November 2024; that is 1.65% down since the beginning of the trading day. The fund's open price was 13.34. Meridian Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Meridian Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
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.. More on Meridian Small Cap
Moving together with Meridian Mutual Fund
Meridian Mutual Fund Highlights
| Fund Concentration | Meridian Funds, Large Funds, Small Growth Funds, Small Growth, Meridian (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | June |
Meridian Small Cap [MSGAX] is traded in USA and was established 24th of November 2024. Meridian Small is listed under Meridian category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Meridian family. This fund now has accumulated 787.02 M in assets with no minimum investment requirementsMeridian Small Cap is currently producing year-to-date (YTD) return of 10.96%, while the total return for the last 3 years was -4.72%.
Check Meridian Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Meridian Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Meridian Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Meridian Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Meridian Small Cap Mutual Fund Constituents
| TWOU | 2U Inc | Stock | Information Technology | |
| MATX | Matson Inc | Stock | Industrials | |
| FBRX | Forte Biosciences | Stock | Health Care | |
| FWRD | Forward Air | Stock | Industrials | |
| TBI | TrueBlue | Stock | Industrials | |
| SBH | Sally Beauty Holdings | Stock | Consumer Discretionary | |
| DKNG | DraftKings | Stock | Consumer Discretionary | |
| HCCI | Heritage Crystal Clean | Stock | Industrials |
Meridian Small Cap Risk Profiles
| Mean Deviation | 0.7896 | |||
| Semi Deviation | 0.859 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 |
Meridian Small Against Markets
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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