MSGGX Mutual Fund

MSGGX Mutual Fund (Meridian Small Cap Growth Fund Legacy Class) is managed by Meridian Funds with $11.0M in net assets. MSGGX expense ratio is 1.22%, holding 98 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2013-12-16.

MSGGX performance shows a YTD return of 5.97%. The 1-year return is 13.02% and the 5-year return is -1.06%. MSGGX dividend yield stands at 7.41%, paid annually.

MSGGX top holdings include Cds Republic Of Greece (5.2%), Goldman Sachs Fin Gov 465 Institut (4.9%), Axogen Inc (3.0%), Evolve Vacation Rental Network Inc. (2.5%), Turning Point Brands, Inc. (2.3%). Go to all MSGGX holdings, MSGGX sectors, or MSGGX dividends.

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