- What are the top holdings of MSGAX?
- A machine-readable holdings disclosure for Meridian Small Cap Growth Fund A Class (MSGAX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does MSGAX invest in?
- Meridian Small Cap Growth Fund A Class (MSGAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MSGAX most exposed to?
- MSGAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MSGAX a US-only fund?
- The country allocation card on this page shows MSGAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MSGAX invest in?
- The Meridian Small Cap Growth Fund A Class is designed to generate significant long-term capital appreciation. It primarily pursues this objective by allocating its investments to the equity holdings of smaller-sized companies. Specifically, under typical market conditions, a minimum of 80% of the fund's total net assets—which includes any borrowed funds used for investment—is committed to various equity instruments, such as common and preferred shares, along with convertible securities, issued by U.S. small-capitalization firms. Additionally, the fund reserves the flexibility to deploy up to 20% of its portfolio into securities from companies across the entire market capitalization spectrum.
