Meridian Small Cap Growth Fund - Class A Shares: (MF: MSGAX)
(NASDAQ Mutual Funds) As of Apr 24, 2025 08:00 PM ET
$10.80 USD
+0.21 (1.98%)
Fund Description
The fund was incepted in January 1993 and is managed by Van Kampen Investment Advisory Corp. Morgan Stanley Investment Management is the sub-adviser. The objective of this fund is to seek long-term capital appreciation by investing in equity securities of U.S. and non-U.S. issuers in accordance with country weightings determined by the fund's investment adviser and with stock selection within each country designed to replicate a broad-market index. The fund invests at least 65% of its assets in securities of issuers located in at least three countries (including the U.S.). The composition of the fund's portfolio varies over time based upon the evaluation of the fund's portfolio management team of economic and market trends and the anticipated relative capital appreciation available from particular countries, sectors, and securities. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Meridian Small Cap Growth A | MSGAX | 5.75 | NA | 2.00 | 0.25 | 1.00 | 1.50 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Meridian Small Cap Growth A | MSGAX | 2500 | 50 | 500 | A |
Contact Information
| Family | Meridian |
| Address | PO Box 9792 Providence, RI 02940 |
| Phone | 800 446-6662 |