MISGX Mutual Fund

MISGX Mutual Fund (Meridian Small Cap Growth Fund Investor Class) is managed by Meridian Funds with $18.9M in net assets. MISGX expense ratio is 1.26%, holding 98 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2013-12-16.

MISGX performance shows a YTD return of 1.98%. The 1-year return is 2.31% and the 5-year return is -0.98%. MISGX dividend yield stands at 7.78%, paid annually.

MISGX top holdings include Stit Govt And Agency Inst 4.51152 2024-12-02 (5.2%), Goldman Sachs Financial Square Government Fund (4.9%), Axogen Inc (3.0%), Evolve Vacation Rental Network Inc. (2.5%), Turning Point Brands, Inc. (2.3%). Go to all MISGX holdings, MISGX sectors, or MISGX dividends.

MISGX can be compared against other funds. Use MISGX overlap to find shared positions, or MISGX vs another fund for a side-by-side view. MISGX alternatives are available via the screener, along with tax-loss harvesting opportunities.