MSGRX Mutual Fund (Meridian Small Cap Growth Fund Institutional Class) is managed by Meridian Funds with $719.4M in net assets. MSGRX expense ratio is 1.11%, holding 100 positions across sectors including Health Care, Information Technology, Unknown. Inception date: 2014-12-24.

MSGRX performance shows a YTD return of 12.15%. The 1-year return is 17.25% and the 5-year return is 0.16%. MSGRX dividend yield stands at 6.89%, paid annually.

MSGRX top holdings include Bought INR Sold USD 20251017 (4.4%), Turning Point Brands Inc (3.4%), Kirby Corp (2.5%), Amplitude Inc-Class A (2.4%), Evolve Vacation Rental Network Inc. (2.3%). View all MSGRX holdings, sector breakdown, or dividend history.

MSGRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.