Morningstar

Meridian Growth Fund® Investor Class MRIGX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 29.98  /  +1.39 %
  • Total Assets 452.6M
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:50 AM GMT+0

Morningstar’s Analysis MRIGX

Will MRIGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MRIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MRIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Growth Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MRIGX

More MRIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RB Global Inc

2.55 14M
Industrials

Curtiss-Wright Corp

2.52 13M
Industrials

Axogen Inc

2.48 13M
Healthcare

Federal Signal Corp

2.41 13M
Industrials

Hinge Health Inc Ordinary Shares - Class A

2.34 12M
Healthcare

Definium Therapeutics Inc Ordinary Shares

2.25 12M
Healthcare

Veracyte Inc

2.18 12M
Healthcare

StandardAero Inc

2.14 11M
Industrials

Turning Point Brands Inc

2.13 11M
Consumer Defensive

Generac Holdings Inc

2.08 11M
Industrials

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