Nasdaq - Delayed Quote USD

Meridian Small Cap Growth Legacy (MSGGX)

12.42
+0.34
+(2.81%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.98%
5y Average Return 7.13%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 8, 2025) 27.91%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 27.91%
Worst 3Y Total Return -2.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSGGX
Category
YTD
-14.30%
12.40%
1-Month
-2.37%
3.37%
3-Month
-17.37%
4.88%
1-Year
-3.35%
55.69%
3-Year
-0.31%
19.34%
5-Year
6.62%
20.72%
10-Year
6.42%
13.98%
Last Bull Market
17.39%
27.85%
Last Bear Market
-20.24%
-24.06%

Annual Total Return (%) History

Year
MSGGX
Category
2025
--
--
2024
11.67%
--
2023
14.06%
--
2022
-24.71%
--
2021
7.84%
--
2020
27.91%
38.62%
2019
19.17%
27.68%
2018
0.70%
-5.76%

2017
22.86%
21.50%
2016
20.43%
11.20%
2015
-6.66%
-2.41%
2014
20.28%
2.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.21% -- -- --
2024 6.04% -3.54% 6.15% 2.85%
2023 6.89% 4.62% -10.24% 13.64%
2022 -9.19% -20.24% -3.21% 7.41%
2021 7.83% 7.13% -1.07% -5.63%
2020 -31.59% 33.73% 8.84% 28.46%
2019 13.24% -2.60% -4.32% 12.92%
2018 2.63% 9.87% 7.15% -16.65%
2017 4.50% 6.35% 6.77% 3.54%
2016 -0.18% 5.60% 11.37% 2.57%

2015 3.75% 2.04% -12.40% 0.65%
2014 6.60% 4.58% -4.46% 12.93%

Rank in Category (By Total Return)

YTD 84
1-Month 84
3-Month 86
1-Year 84
3-Year 87
5-Year 74

Load Adjusted Returns

1-Year -3.35%
3-Year -0.31%
5-Year 6.62%
10-Year 6.42%

Performance & Risk

YTD Return -9.98%
5y Average Return 7.13%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Meridian
Net Assets 324.78M
YTD Return -14.30%
Yield 0.00%
Morningstar Rating
Inception Date Dec 16, 2013

Fund Summary

The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (including common stocks, preferred stocks and securities convertible into common and preferred stocks) of U.S. small capitalization companies. It may also invest up to 20% of its net assets in securities of companies of any market capitalization.

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