Meridian Small Cap Growth Fund

Frequently Asked Questions About MSGGX

What does MSGGX invest in?

This fund aims to achieve long-term capital appreciation. Under typical conditions, it allocates a minimum of 80% of its total assets, which includes capital raised through borrowing for investment, to equity instruments issued by U.S. small-cap businesses. These equity holdings may comprise common stocks, preferred stocks, and securities convertible into either common or preferred shares. Furthermore, the fund retains the flexibility to invest up to 20% of its assets in securities from companies of any market valuation.

What is the expense ratio of MSGGX?

Meridian Small Cap Growth Fund (MSGGX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MSGGX?

Meridian Small Cap Growth Fund (MSGGX) manages $353.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MSGGX actively managed or an index fund?

MSGGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MSGGX launched?

Meridian Small Cap Growth Fund (MSGGX) launched in December 2013 and is managed by the fund issuer.

How has MSGGX performed?

MSGGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.