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Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE)

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13.810 -0.200    -1.43%
14/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 13.98M
Meridian Small Cap Growth Fund Legacy Class 13.810 -0.200 -1.43%

0P0000ZBKE Overview

 
Find basic information about the Meridian Small Cap Growth Fund Legacy Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZBKE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change30.45%
Prev. Close14.01
Risk Rating
TTM Yield0%
ROE - 2.81%
IssuerN/A
Turnover42%
ROA - 3.32%
Inception DateDec 16, 2013
Total Assets13.98M
Expenses1.25%
Min. Investment1,000
Market Cap1.62B
CategorySmall Growth
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Meridian Small Cap Growth Fund Legacy Class Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1086 1061 1234 880 1452 2407
Fund Return 8.57% 6.15% 23.38% -4.17% 7.75% 9.18%
Place in category 469 448 365 390 398 235
% in Category 81 76 64 74 80 62

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Growth Legacy 762.23M 3.56 -6.03 7.55
  Meridian Contrarian Legacy 577.4M 5.79 0.59 9.86
  Meridian Small Cap Growth Instituti 298.34M 6.62 -5.20 -
  Meridian Small Cap Growth Investor 115.38M 8.66 -4.19 9.13
  Meridian Growth Fund Investor Class 19.6M 7.13 -3.87 8.49

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.12B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.81B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.72B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  CarGurus US1417881091 2.93 35.89 -1.86%
  RB Global CA74935Q1072 2.85 92.36 +1.32%
  Turning Point Brands US90041L1052 2.75 58.04 +5.53%
  ACV Auctions US00091G1040 2.75 20.02 -1.72%
  Smartsheet US83200N1037 2.63 55.86 0.00%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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