Meridian Small Cap Growth Fund A Class (MSGAX)

$11.98
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Small Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Meridian Small Cap Growth Fund A Class 36 0.97 3.36% 10.22% 1.60%
U.S. Small Cap 39 1.07 4.78% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.57% 3.07% -0.50%
Year-to-Date 3.36% 4.78% -1.41%
1 Year 13.34% 0.00% 13.34%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

36%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.60%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,955

Real cost (fees + lost compounding)

$2,426

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
96%

Return in excess of styles
(over past year)
5.80%