MSGAX Mutual Fund

MSGAX Mutual Fund (Meridian Small Cap Growth Fund Class A) is managed by Meridian Funds with $4.4M in net assets. MSGAX expense ratio is 1.51%, holding 98 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2013-12-16.

MSGAX performance shows a YTD return of 1.83%. The 1-year return is 2.01% and the 5-year return is -1.21%. MSGAX dividend yield stands at 8.23%, paid annually.

MSGAX top holdings include Stit Govt And Agency Inst 4.51152 2024-12-02 (5.2%), Goldman Sachs Financial Square Government Fund (4.9%), Axogen Inc (3.0%), Evolve Vacation Rental Network Inc. (2.5%), Turning Point Brands, Inc. (2.3%). Go to all MSGAX holdings, MSGAX sectors, or MSGAX dividends.

MSGAX can be compared against other funds. Use MSGAX overlap to find shared positions, or MSGAX vs another fund for a side-by-side view. MSGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.