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Meridian Small Cap Growth Fund Institutional Class (MSGRX)

US Funds

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13.66 +0.07 +0.52%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 288.76M

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

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MSGRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Meridian Small Cap Growth Institutional (MSGRX) fund. Our Meridian Small Cap Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.21	3.45	0.24
Shares	89.36	89.36	0.00
Preferred	4.58	4.58	0.00
Other	2.85	2.85	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.36	22.29
Price to Book	2.42	3.29
Price to Sales	1.55	2.23
Price to Cash Flow	8.43	12.91
Dividend Yield	0.26	0.64
5 Years Earnings Growth	16.96	14.36

Sector Allocation

Name	Net %	Category Average
Healthcare	27.21	20.85
Technology	21.66	23.96
Consumer Cyclical	19.31	11.43
Industrials	19.04	20.10
Energy	4.15	3.81
Communication Services	3.55	2.07
Consumer Defensive	3.03	4.04
Financial Services	1.24	9.38
Utilities	0.82	1.23

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 102

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Smartsheet	US83200N1037	3.31	56.00	+0.05%
RB Global	CA74935Q1072	3.01	90.92	+0.68%
Merit	US5898891040	2.91	98.08	+0.48%
CarGurus	US1417881091	2.88	36.54	+1.73%
Turning Point Brands	US90041L1052	2.68	59.00	+1.53%
Mirion Technologies	US60471A1016	2.45	17.91	+1.76%
Everi Holdings	US30034T1034	2.32	13.50	0.00%
PlayAGS	US72814N1046	2.31	11.520	+0.44%
TransMedics	US89377M1099	2.29	63.90	+2.00%
Evolve Vacation Rental Network Inc.	-	2.14	-	-

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	720.65M	13.12	-2.95	8.30
Meridian Contrarian Legacy	562.75M	17.25	4.75	10.76
Meridian Small Cap Growth Investor	110.17M	16.25	-0.90	8.82
Meridian Growth Fund Investor Class	18.34M	13.08	-3.01	8.22
Meridian Contrarian Fund Investor C	13.2M	17.22	4.71	10.65

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Small Ca.	13.66	+0.07	+0.52%