MISGX Mutual Fund

MISGX Mutual Fund (Meridian Small Cap Growth Fund Investor Class) is managed by Meridian Funds with $18.1M in net assets. MISGX expense ratio is 1.26%, holding 107 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2013-12-16.

MISGX performance shows a YTD return of 3.72%. The 1-year return is 3.02% and the 5-year return is -1.61%. MISGX dividend yield stands at 7.65%, paid annually.

MISGX top holdings include Axogen Inc (3.2%), Federal Signal Corp (2.3%), Hinge Health Inc Ordinary Shares - Class A (2.3%), Goldman Sachs Financial Square Government Fund (2.2%), Veracyte, Inc. (2.1%). 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.