MSGRX Mutual Fund

MSGRX Mutual Fund (Meridian Small Cap Growth Fund Institutional Class) is managed by Meridian Funds with $133.4M in net assets. MSGRX expense ratio is 1.11%, holding 107 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2014-12-24.

MSGRX performance shows a YTD return of 2.09%. The 1-year return is 2.41% and the 5-year return is -1.49%. MSGRX dividend yield stands at 7.43%, paid annually.

MSGRX 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 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.