Meridian Small Cap Fund Quote
| MSGAX Fund | USD 11.69 0.02 0.17% |
PerformanceGood
| Odds Of DistressLow
|
Meridian Small is trading at 11.69 as of the 19th of July 2025; that is 0.17% down since the beginning of the trading day. The fund's open price was 11.71. Meridian Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th 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
Meridian Mutual Fund Highlights
| Fund Concentration | Meridian Funds, Large Funds, Small Growth Funds, Small Growth, Meridian (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | June |
Meridian Small Cap [MSGAX] is traded in USA and was established 19th 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 3.63%, while the total return for the last 3 years was 6.17%.
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
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| CNK | Cinemark Holdings | Stock | Communication Services | |
| ABM | ABM Industries Incorporated | Stock | Industrials | |
| KEX | Kirby | Stock | Industrials | |
| FBRX | Forte Biosciences | Stock | Health Care | |
| SBH | Sally Beauty Holdings | Stock | Consumer Discretionary | |
| SKX | Skechers USA | Stock | Consumer Discretionary | |
| TNC | Tennant Company | Stock | Industrials |
Meridian Small Cap Risk Profiles
| Mean Deviation | 0.8917 | |||
| Semi Deviation | 0.9545 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 |
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.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |