Meridian Small Cap Fund Quote

MSGGX Fund  USD 12.21  0.10  0.83%   

Performance

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Meridian Small is trading at 12.21 as of the 4th of March 2026; that is 0.83 percent up since the beginning of the trading day. The fund's open price was 12.11. Meridian Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 4th of December 2025 and ending today, the 4th of March 2026. 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
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Meridian Mutual Fund Highlights

Fund ConcentrationMeridian Funds, Large Funds, Small Growth Funds, Small Growth, Meridian (View all Sectors)
Update Date31st of March 2026
Expense Ratio Date31st of October 2025
Fiscal Year EndJune
Meridian Small Cap [MSGGX] is traded in USA and was established 4th of March 2026. 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 333.75 M in assets with no minimum investment requirementsMeridian Small Cap is currently producing year-to-date (YTD) return of 2.52%, while the total return for the last 3 years was 4.44%.
Check Meridian Small Probability Of Bankruptcy

Meridian Small Cap Risk Profiles

Meridian Small Against Markets

Meridian Mutual Fund Analysis Notes

The fund maintains about 7.05% of assets in cash. Large To find out more about Meridian Small Cap contact the company at 800-446-6662.

Meridian Small Cap Investment Alerts

Meridian Small Cap is not yet fully synchronised with the market data
Meridian Small Cap generated a negative expected return over the last 90 days
Meridian Small Cap has some characteristics of a very speculative penny stock
The fund generated five year return of -1.0%
Meridian Small Cap maintains about 7.05% of its assets in cash

Meridian Small Outstanding Bonds

Meridian Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Meridian Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Meridian bonds can be classified according to their maturity, which is the date when Meridian Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Meridian Small Technical and Predictive Indicators

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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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