Meridian Growth Fund Quote
| MERDX Fund | USD 34.35 0.08 0.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Meridian Growth is trading at 34.35 as of the 21st of March 2025; that is 0.23 percent down since the beginning of the trading day. The fund's open price was 34.43. Meridian Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth, industry growth, high or improving returns on assets and equity and a strong balance sheet. More on Meridian Growth Fund
Moving together with Meridian Mutual Fund
Meridian Mutual Fund Highlights
| Fund Concentration | Meridian Funds, Large Funds, Small Growth Funds, Small Growth, Meridian (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | June |
Meridian Growth Fund [MERDX] is traded in USA and was established 21st of March 2025. Meridian Growth is listed under Meridian category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Meridian family. This fund now has accumulated 1.46 B in assets with minimum initial investment of 1 K. Meridian Growth is currently producing year-to-date (YTD) return of 1.32%, while the total return for the last 3 years was -1.18%.
Check Meridian Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Meridian Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Meridian Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Meridian Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Meridian Growth Fund Mutual Fund Constituents
| INCR | INC Research Holdings | Stock | Health Care | |
| GNRC | Generac Holdings | Stock | Industrials | |
| LOPE | Grand Canyon Education | Stock | Consumer Discretionary | |
| WWD | Woodward | Stock | Industrials | |
| STE | STERIS plc | Stock | Health Care | |
| FBRX | Forte Biosciences | Stock | Health Care | |
| ON | ON Semiconductor | Stock | Information Technology | |
| HTLD | Heartland Express | Stock | Industrials |
Meridian Growth Risk Profiles
| Mean Deviation | 0.8483 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 | |||
| Risk Adjusted Performance | (0.12) |
Meridian Growth Against Markets
Other Information on Investing in Meridian Mutual Fund
Meridian Growth financial ratios help investors to determine whether Meridian Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Meridian with respect to the benefits of owning Meridian Growth security.
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