Meridian Small Cap Fund Quote

MSGGX Fund  USD 12.59  0.10  0.79%   

Performance

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Odds Of Distress

Low

 
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Low
Meridian Small is trading at 12.59 as of the 25th of July 2025; that is 0.79 percent down since the beginning of the trading day. The fund's open price was 12.69. Meridian Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 26th of April 2025 and ending today, the 25th of July 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. 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

  0.89MRAEX Meridian Equity IncomePairCorr
  0.89MRAGX Meridian GrowthPairCorr
  0.9MRCEX Meridian Equity IncomePairCorr
  0.93MRCGX Meridian GrowthPairCorr
  0.91MRIEX Meridian Equity IncomePairCorr
  0.97MRIGX Meridian GrowthPairCorr

Meridian Mutual Fund Highlights

Fund ConcentrationMeridian Funds, Large Funds, Small Growth Funds, Small Growth, Meridian (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date30th of December 2022
Fiscal Year EndJune
Meridian Small Cap [MSGGX] is traded in USA and was established 25th of July 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 5.01%.
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.

Top Meridian Small Cap Mutual Fund Constituents

FWRDForward AirStockIndustrials
TBITrueBlueStockIndustrials
PACKRanpak Holdings CorpStockMaterials
WWWWolverine World WideStockConsumer Discretionary
CRICartersStockConsumer Discretionary
FBRXForte BiosciencesStockHealth Care
KEXKirbyStockIndustrials
SBHSally Beauty HoldingsStockConsumer Discretionary
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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.
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