Meridian Small Cap Growth Fund A Class (MSGAX) Research

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.

Market snapshot

Symbol
MSGAX
Price
$12.08
Day change
+1.85%
Market cap
$333.8M
52-week range
10.33-12.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • William Blair Emerging Markets Small Cap Growth Fund Class I (BESIX)
  • DF Dent Midcap Growth Fund Investor Shares (DFDMX)
  • Allspring Utility and Telecommunications Fund Class A (EVUAX)
  • Allspring Utility and Telecommunications Fund Administrator Class (EVUDX)
  • The Hartford International Growth Fund, Class A (HNCAX)
  • Loomis Sayles Small Cap Value Fund Class N (LSCNX)
  • Loomis Sayles Small Capital Value Fund Retail Class (LSCRX)
  • Columbia Select Small Cap Value Fund Class A (SSCVX)

Open Meridian Small Cap Growth Fund A Class (MSGAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.