Meridian Small Cap Growth Fund A Class (MSGAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.22% | 1.71% | 0.51% |
Year-to-Date | -0.60% | -1.51% | 0.91% |
1 Year | 5.98% | 0.00% | 5.98% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
36%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 36% means its value in a year is likely to fluctuate within the following ranges:
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%