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Meridian Small Cap Growth Fund - Legacy Class Shares: (MF: MSGGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:57 PM ET

$11.37 USD

+0.09 (0.80%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -1.13 95
3 months -0.25 93
6 months 0.05 92
1 Year 0.74 95
3 Year 4.29 95
5 Year -1.34 92
10 Year 9.53 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -1.28
5 Year 0.42
10 Year 8.78
Since Inception 8.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -11.83 6.50 4.12 0.97
2024 6.04 -3.54 6.14 2.85
2023 6.89 4.61 -10.24 13.63
2022 -9.19 -20.24 -3.21 7.41
2021 7.83 7.12 -1.07 -5.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return -1.13-1.2811.6714.05-24.707.8627.9419.170.7022.8820.42
% Total Return Rel to Index -1.93-19.50-13.35-12.18-6.49-20.819.54-12.325.091.088.49
% Total Return Rel to Peer -5.13-8.58-0.25-2.02-5.18-11.448.95-6.2611.477.284.47
% Perf Quintile vs Peer* 5.005.000.004.004.005.002.005.001.002.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.960.250.001.535.360.400.921.780.670.00
Expense Ratio 0.001.211.231.201.151.121.131.121.131.141.20

* 1 = Top 20%, 5 = Bottom 20%