Meridian Small Cap Fund Quote
| MSGRX Fund | USD 12.29 0.10 0.82% |
PerformanceFair
| Odds Of DistressLow
|
Meridian Small is trading at 12.29 as of the 19th of February 2026; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 12.19. Meridian Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 21st of November 2025 and ending today, the 19th of February 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. 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 | 31st of December 2025 |
Meridian Small Cap [MSGRX] is traded in USA and was established 19th of February 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 1.9 B in assets with no minimum investment requirementsMeridian Small Cap is currently producing year-to-date (YTD) return of 2.48%, while the total return for the last 3 years was 3.4%.
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.
Meridian Small Cap Risk Profiles
| Mean Deviation | 0.96 | |||
| Semi Deviation | 0.976 | |||
| Standard Deviation | 1.5 | |||
| Variance | 2.25 |
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
| The fund generated five year return of -3.0% | |
| Meridian Small Cap maintains about 7.05% of its assets in cash |
Top Meridian Small Cap Mutual Fund Constituents
| DKNG | DraftKings | Stock | |
| SBH | Sally Beauty Holdings | Stock | |
| KEX | Kirby | Stock | |
| MMSI | Merit Medical Systems | Stock | |
| TNET | TriNet Group | Stock | |
| FWRD | Forward Air | Stock | |
| CLH | Clean Harbors | Stock | |
| SKX | Skechers USA | Stock | |
| HTLD | Heartland Express | Stock | |
| WWW | Wolverine World Wide | Stock | |
| TBI | TrueBlue | Stock | |
| PACK | Ranpak Holdings Corp | Stock | |
| LOPE | Grand Canyon Education | Stock | |
| FBRX | Forte Biosciences | Stock | |
| CNK | Cinemark Holdings | Stock | |
| ABM | ABM Industries Incorporated | Stock | |
| MATX | Matson Inc | Stock | |
| TNC | Tennant Company | Stock | |
| CRI | Carters | Stock |
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.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Meridian Small Predictive Daily Indicators
Meridian Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Meridian Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 12.29 | |||
| Day Typical Price | 12.29 | |||
| Price Action Indicator | 0.05 | |||
| Period Momentum Indicator | 0.1 | |||
| Relative Strength Index | 53.37 |
Meridian Small Forecast Models
Meridian Small's time-series forecasting models are one of many Meridian Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Meridian Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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