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MSGRX Meridian Small Cap Growth Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies. The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (including common stocks, preferred stocks and securities convertible into common and preferred stocks) of U.S. small capitalization companies. It may also invest up to 20% of its net assets in securities of companies of any market capitalization.

Market Cap

The average market capitalization across the Meridian Small Cap Growth Institutional MF is 3.86B. The market cap for tickers in the group ranges from 304.68M to 13.97B. RBA holds the highest valuation in this group at 13.97B. The lowest valued company is CCSI at 304.68M.

Volume

The average weekly volume growth across all stocks in the Meridian Small Cap Growth Institutional MF was 18%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 62
Price Growth Rating: 50
SMR Rating: 70
Profit Risk Rating: 60
Seasonality Score: 10 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Meridian Fund Inc60 E Sir Francis Drake Blvd,Suite 306Larkspur
Phone
N/A
Web
www.meridianfund.com
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MSGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MSGRX has been closely correlated with NRGEX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if MSGRX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MSGRX
1D Price
Change %
MSGRX100%
-1.36%
NRGEX - MSGRX
87%
Closely correlated
-1.24%
WCMNX - MSGRX
79%
Closely correlated
-2.59%
WCMLX - MSGRX
79%
Closely correlated
-2.56%
VEXPX - MSGRX
66%
Loosely correlated
-1.74%
VEXRX - MSGRX
65%
Loosely correlated
-1.74%
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