MSGRX Mutual Fund

MSGRX Mutual Fund (Meridian Small Cap Growth Fund Institutional Class) is managed by Meridian Funds with $719.4M in net assets. MSGRX expense ratio is 1.11%, holding 98 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2014-12-24.

MSGRX performance shows a YTD return of 6.03%. The 1-year return is 13.16% and the 5-year return is -0.94%. MSGRX dividend yield stands at 7.28%, paid annually.

MSGRX top holdings include Rfr JPY Mutk/0.55000 09/14/23-5Y Lch (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 MSGRX holdings, MSGRX sectors, or MSGRX dividends.

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