Meridian Small Cap Fund Quote

MSGAX Fund  USD 13.16  0.04  0.30%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Meridian Small is trading at 13.16 as of the 31st of January 2025; that is 0.30% up since the beginning of the trading day. The fund's open price was 13.12. Meridian Small has about a 20 % 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. The performance scores are derived for the period starting the 11th of February 2023 and ending today, the 31st of January 2025. 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. Meridian Small is traded on NASDAQ Exchange in the United States.. More on Meridian Small Cap

Moving together with Meridian Mutual Fund

  0.7VSGAX Vanguard Small CapPairCorr
  0.7VSGIX Vanguard Small CapPairCorr
  0.7VISGX Vanguard Small CapPairCorr
  0.8VEXPX Vanguard ExplorerPairCorr
  0.8VEXRX Vanguard ExplorerPairCorr
  0.63JGMIX Janus TritonPairCorr

Moving against Meridian Mutual Fund

  0.46BA BoeingPairCorr

Meridian Mutual Fund Highlights

Fund ConcentrationSmall Growth, Meridian (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of December 2022
Fiscal Year EndJune
Meridian Small Cap [MSGAX] is traded in USA and was established 31st of January 2025. 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 2.76%, while the total return for the last 3 years was 2.28%.
Check Meridian Small Probability Of Bankruptcy

Instrument Allocation

Top Meridian Small Cap Mutual Fund Constituents

FBRXForte BiosciencesStockHealth Care
BEATHeartbeamStockHealth Care
ABMABM Industries IncorporatedStockIndustrials
SBHSally Beauty HoldingsStockConsumer Discretionary
TBITrueBlueStockIndustrials
LOPEGrand Canyon EducationStockConsumer Discretionary
SKXSkechers USAStockConsumer Discretionary
WWWWolverine World WideStockConsumer Discretionary
More Details

Meridian Small Cap Risk Profiles

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.
Bollinger Bands
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Theme Ratings
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