Meridian Small Cap Growth Fund A Class
MSGAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Van Kampen Investments Inc. New York NY United States of America 10036
- IPO Date
- Dec 17, 2013
- CIK
- 0000891080
- Website
- arrowmarkpartners.com
- Similar Companies
- Business
- Meridian Small Cap Growth Fund A Class (MSGAX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of small-capitalization growth companies, with a benchmark of the Russell 2000 Growth Index. The fund offers multiple share classes including A (MSGAX), C (MSGCX), Institutional (MISGX), Retirement (MSGRX), Investor, and Legacy (MSGGX), each with varying expense ratios such as 1.51% net for Class A (after fee waivers) and minimum initial investments starting at $2,500 for Class A shares; it emphasizes fundamental research to select high-quality U.S. small-cap companies with strong competitive advantages, differentiated business models, and downside protection through disciplined portfolio construction. Managed by co-portfolio managers Chad Meade and Brian Schaub since inception on December 16, 2013, the fund maintains a portfolio of approximately 97 holdings, a weighted-average market cap of $2.7 billion, and sector allocations focused on growth-oriented small-cap equities, with top holdings including Consensus Cloud Solutions (3.09%), Turning Point Brands (2.62%), and Veracyte (2.52%) as of September 30, 2025. ArrowMark Colorado Holdings LLC (ArrowMark Partners) serves as the investment adviser to Meridian Funds, including MSGAX, following its 2013 acquisition of the predecessor Meridian Growth and Small Cap Growth strategies from Aster Investment Management; the firm, founded in 2007 and headquartered in Denver, Colorado, manages approximately $19 billion in assets with a focus on U.S. small- and mid-cap equities and alternative credit. The fund's distributor is ALPS Distributors, Inc., and it targets institutional, retirement plan, and qualified investors, particularly through separately managed accounts for Institutional shares. In recent developments, ArrowMark Partners reopened the Meridian Small Cap Growth Fund (including Class A and Investor shares) to new investors in October 2024 after closing it in 2018 due to capacity limits, following a period of soft returns; this reopening aligns with broader firm initiatives, including broadened employee ownership reducing founder David Corkins' stake below 50% and a November 2025 license and services agreement with OmniAb for antibody discovery via a new joint venture with Viking Global Investors. These changes reflect ArrowMark's long-term mindset, restraint in capacity management, and expansion into adjacent high-science investment opportunities while maintaining core equity strategies.