Meridian Small Cap Growth FundMISGX

MUTUAL FUNDArrowMark Colorado
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$235.3M
Expense ratio
1.26%
1-year return
+3.0%
3 years, a year
+2.5%
5 years, a year
-2.8%
Holdings
98

What it aims to do.

The M ERIDIAN S MALL C AP G ROWTH F UND seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies.

Top 10 holdings.

Holding% of fund
JOBY Stit Govt And Agency Inst5.16%
Goldman Sachs Trust4.94%
AXGN Axogen Inc3.04%
JOBY Evolve Vacation Rental Network Inc.2.54%
TPB Turning Point Brands Inc2.34%
JOBY Apartment List Inc. Series D Preferred Stock2.31%
FSS Federal Signal Corp.2.27%
TNDM Tandem Diabetes Care Inc2.23%
HNGE Hinge Health Inc2.21%
VNOM Viper Energy Inc2.20%

More on MISGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.