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Meridian Small Cap Growth Fund Institutional Class (MSGRX)

US Funds

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11.95 -0.24 -1.97%

13/03 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

Morningstar Rating:
Total Assets: 250.4M

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MSGRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Meridian Small Cap Growth Institutional (MSGRX) fund. Our Meridian Small Cap Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	7.18	7.18
Stocks	87.03	87.03
Preferred	2.81	2.81
Other	2.98	2.98

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.08	22.91
Price to Book	2.35	3.28
Price to Sales	1.49	2.28
Price to Cash Flow	5.82	12.57
Dividend Yield	0.27	0.63
5 Years Earnings Growth	17.03	13.96

Sector Allocation

Name	Net %	Category Average
Healthcare	27.39	20.17
Technology	24.30	24.37
Industrials	17.46	20.40
Consumer Cyclical	16.63	11.26
Energy	5.23	3.70
Consumer Defensive	4.04	4.35
Communication Services	3.00	2.18
Utilities	1.02	1.30
Financial Services	0.95	9.71

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 106

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Turning Point Brands	US90041L1052	3.48	58.19	+2.20%
CarGurus	US1417881091	2.89	30.78	+2.12%
Mirion Technologies	US60471A1016	2.74	14.46	+2.55%
Smartsheet Inc Class A	US83200N1037	2.70	-	-
Alight Inc Class A	-	2.53	-	-
Evolve Vacation Rental Network Inc.	-	2.29	-	-
Consensus Cloud Solutions Inc Ordinary Shares	-	2.22	-	-
PlayAGS	US72814N1046	2.01	12.020	+0.67%
RB Global	CA74935Q1072	1.98	95.81	+1.46%
Waystar Holding	US9467841055	1.96	36.47	+3.40%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	629.23M	-0.69	-1.83	7.19
Meridian Contrarian Legacy	503.75M	-1.30	2.35	9.25
Meridian Small Cap Growth Investor	76.23M	3.76	3.04	8.91
Meridian Growth Fund Investor Class	15.87M	4.12	-0.42	8.30
Meridian Small Cap Growth Fund Lega	11.31M	3.72	3.06	8.97

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