Meridian Small Cap Growth Fund (MSGGX) Research
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.
Market snapshot
- Symbol
- MSGGX
- Price
- $12.93
- Day change
- +1.89%
- Market cap
- $340.1M
- 52-week range
- 11.05-13.59
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calvert Growth Allocation Fund (CAGIX)
- Columbia Select Small Cap Value Fund (CSSZX)
- Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF)
- abrdn U.S. Small Cap Equity Fund (GSXIX)
- Loomis Sayles Small Cap Value Fund (LSSCX)
- Northern Large Cap Core Fund (NOLCX)
- The Taiwan Fund, Inc. (TWN)
- WesMark Large Company Fund (WMKGX)
Open Meridian Small Cap Growth Fund (MSGGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.