Meridian Growth Fund (MRIGX) Research
The Meridian Growth Fund primarily targets small and mid-capitalization growth companies. The Investment Adviser aims to identify firms poised for significant revenue and earnings expansion, believing they have the potential to achieve above-average financial growth. This selection is based on several key indicators, such as robust sales volume and unit growth, expanding industry trends, strong or improving returns on assets and equity, and a healthy balance sheet. Furthermore, the fund has the flexibility to allocate up to 25% of its total assets, as measured at the time of acquisition, to international companies, including those operating within emerging market economies.
Market snapshot
- Symbol
- MRIGX
- Price
- $32.58
- Day change
- +2.32%
- Market cap
- $686.7M
- 52-week range
- 27.41-35
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Capital Management Small Company Fund (BCSIX)
- John Hancock Financial Opportunities Fund (BTO)
- Congress Mid Cap Growth Fund (CMIDX)
- Fidelity Advisor Financial Services Fund (FFSIX)
- Matthews Japan Fund (MIJFX)
- Matthews India Fund (MINDX)
- Virtus Equity & Convertible Income Fund (NIE)
- Pax Small Cap Fund (PXSIX)
Open Meridian Growth Fund (MRIGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.