Meridian Small Cap Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Meridian Small are completely uncorrelated.
Risk-Adjusted Performance
Fair
Weak | Strong |
Over the last 90 days Meridian Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Meridian Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of October 2025 | |
| Expense Ratio | 2.2600 |
Meridian |
Meridian Small Relative Risk vs. Return Landscape
If you would invest (100.00) in Meridian Small Cap on October 4, 2025 and sell it today you would earn a total of 100.00 from holding Meridian Small Cap or generate -100.0% return on investment over 90 days. Meridian Small Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Meridian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Meridian Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Meridian Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Meridian Small Cap, and traders can use it to determine the average amount a Meridian Small's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| MSGCX |
Based on monthly moving average Meridian Small is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Meridian Small by adding Meridian Small to a well-diversified portfolio.
Meridian Small Fundamentals Growth
Meridian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Meridian Small, and Meridian Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Meridian Mutual Fund performance.
| Price To Earning | 27.65 X | ||||
| Price To Book | 2.81 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 640 K | ||||
Things to note about Meridian Small Cap performance evaluation
Checking the ongoing alerts about Meridian Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Meridian Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Meridian Small Cap is not yet fully synchronised with the market data | |
| Meridian Small Cap has some characteristics of a very speculative penny stock | |
| The fund maintains about 7.05% of its assets in cash |
- Analyzing Meridian Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Meridian Small's stock is overvalued or undervalued compared to its peers.
- Examining Meridian Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Meridian Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Meridian Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Meridian Small's mutual fund. These opinions can provide insight into Meridian Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Tools for Meridian Mutual Fund
When running Meridian Small's price analysis, check to measure Meridian Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Meridian Small is operating at the current time. Most of Meridian Small's value examination focuses on studying past and present price action to predict the probability of Meridian Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Meridian Small's price. Additionally, you may evaluate how the addition of Meridian Small to your portfolios can decrease your overall portfolio volatility.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
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