Meridian Small Cap Growth FundMSGRX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$235.3M
Expense ratio
1.11%
1-year return
+3.3%
3 years, a year
+2.7%
5 years, a year
-2.7%
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 Inst | 5.16% |
| Goldman Sachs Trust | 4.94% |
| AXGN Axogen Inc | 3.04% |
| JOBY Evolve Vacation Rental Network Inc. | 2.54% |
| TPB Turning Point Brands Inc | 2.34% |
| JOBY Apartment List Inc. Series D Preferred Stock | 2.31% |
| FSS Federal Signal Corp. | 2.27% |
| TNDM Tandem Diabetes Care Inc | 2.23% |
| HNGE Hinge Health Inc | 2.21% |
| VNOM Viper Energy Inc | 2.20% |
More on MSGRX.
- MSGRX overview
- MSGRX holdings
- MSGRX risk
- MSGRX costs
- MSGRX money in and out
- MSGRX share classes
- Compare MSGRX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.