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Meridian Small Cap Growth Fund Institutional Class (MSGRX)

US Funds

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13.99 -0.20 -1.41%

14/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 298.34M

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	2.00	2.15	0.15
Shares	90.72	90.72	0.00
Preferred	4.63	4.63	0.00
Other	2.65	2.65	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.39	22.44
Price to Book	2.31	3.21
Price to Sales	1.47	2.13
Price to Cash Flow	8.02	12.37
Dividend Yield	0.24	0.68
5 Years Earnings Growth	14.06	14.23

Sector Allocation

Name	Net %	Category Average
Healthcare	27.50	20.37
Industrials	21.71	19.87
Consumer Cyclical	20.11	11.49
Technology	17.95	24.65
Energy	4.17	4.20
Communication Services	3.49	2.22
Consumer Defensive	3.06	4.17
Financial Services	1.30	9.07
Utilities	0.71	1.27

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 101

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CarGurus	US1417881091	2.93	35.89	-1.86%
RB Global	CA74935Q1072	2.85	92.36	+1.32%
Turning Point Brands	US90041L1052	2.75	58.04	+5.53%
ACV Auctions	US00091G1040	2.75	20.02	-1.72%
Smartsheet	US83200N1037	2.63	55.86	0.00%
TransMedics	US89377M1099	2.59	88.36	-4.71%
Merit	US5898891040	2.53	101.20	-0.47%
Mirion Technologies	US60471A1016	2.38	15.36	+2.13%
PlayAGS	US72814N1046	2.33	11.650	+0.09%
Stoneridge	US86183P1021	2.30	6.60	-6.52%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	762.23M	3.56	-6.03	7.55
Meridian Contrarian Legacy	577.4M	5.79	0.59	9.86
Meridian Small Cap Growth Investor	115.38M	8.66	-4.19	9.13
Meridian Growth Fund Investor Class	19.6M	7.13	-3.87	8.49
Meridian Contrarian Fund Investor C	15M	7.78	2.93	10.40

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Small Ca.	13.99	-0.20	-1.41%