Meridian Small Cap Fund Quote

MSGGX Fund  USD 12.65  0.31  2.51%   

Performance

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Odds Of Distress

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Meridian Small is trading at 12.65 as of the 23rd of November 2025; that is 2.51 percent up since the beginning of the trading day. The fund's open price was 12.34. 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 2023 and ending today, the 23rd of November 2025. 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

Moving together with Meridian Mutual Fund

  0.62MRIEX Meridian Equity IncomePairCorr
  0.66MRIGX Meridian GrowthPairCorr

Meridian Mutual Fund Highlights

Fund ConcentrationMeridian Funds, Large Funds, Small Growth Funds, Small Growth, Meridian (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date30th of December 2022
Fiscal Year EndJune
Meridian Small Cap [MSGGX] is traded in USA and was established 23rd of November 2025. 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 787.02 M in assets with no minimum investment requirementsMeridian Small Cap is currently producing year-to-date (YTD) return of 3.65%, while the total return for the last 3 years was 2.75%.
Check Meridian Small Probability Of Bankruptcy

Instrument Allocation

Top Meridian Small Cap Mutual Fund Constituents

KEXKirbyStockIndustrials
TNETTriNet GroupStockIndustrials
HTLDHeartland ExpressStockIndustrials
MATXMatson IncStockIndustrials
CRICartersStockConsumer Discretionary
INCRINC Research HoldingsStockHealth Care
SBHSally Beauty HoldingsStockConsumer Discretionary
TNCTennant CompanyStockIndustrials
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Meridian Small Cap Risk Profiles

Meridian Small Against Markets

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.
Aroon Oscillator
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Equity Valuation
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Portfolio Rebalancing
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Portfolio Backtesting
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