Meridian Growth Fund - Meridian Fund Inc

Shareclass
Meridian Growth Fund Institutional Class (MRRGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Meridian Growth Fund - Meridian Fund Inc

FUND COVERAGE
# of holdings63
% of assets70%
Score
40 / 100
Rank

33.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #689 out of 1,038

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Doximity Inc
         % of fund invested: 0.61%
         $USD invested: $3.54M
  • 2. Halozyme Therapeutics Inc
         % of fund invested: 1.65%
         $USD invested: $9.54M
  • 3. Ziff Davis Inc
         % of fund invested: 1.56%
         $USD invested: $9M
  • 4. Deckers Outdoor Corp
         % of fund invested: 0.82%
         $USD invested: $4.73M
  • 5. Dynatrace Inc
         % of fund invested: 1.98%
         $USD invested: $11.43M
  • 6. Elastic NV
         % of fund invested: 0.61%
         $USD invested: $3.52M
  • 7. Merit Medical Systems Inc
         % of fund invested: 1.16%
         $USD invested: $6.7M
  • 8. GLOBALFOUNDRIES Inc
         % of fund invested: 2.05%
         $USD invested: $11.84M
  • 9. Exact Sciences Corp
         % of fund invested: 1%
         $USD invested: $5.8M
  • 10. Agios Pharmaceuticals Inc
         % of fund invested: 0.45%
         $USD invested: $2.62M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Viper Energy Inc
         % of fund invested: 1.34%
         $USD invested: $7.75M
  • 2. Dyne Therapeutics Inc
         % of fund invested: 0.34%
         $USD invested: $1.97M
  • 3. Nuvalent Inc
         % of fund invested: 0.67%
         $USD invested: $3.89M
  • 4. Chewy Inc
         % of fund invested: 0.55%
         $USD invested: $3.19M
  • 5. Madrigal Pharmaceuticals Inc
         % of fund invested: 1.77%
         $USD invested: $10.24M
  • 6. Houlihan Lokey Inc
         % of fund invested: 0.58%
         $USD invested: $3.33M
  • 7. Alkami Technology Inc
         % of fund invested: 1.54%
         $USD invested: $8.93M
  • 8. Privia Health Group Inc
         % of fund invested: 0.52%
         $USD invested: $3.03M
  • 9. Globus Medical Inc
         % of fund invested: 2.64%
         $USD invested: $15.28M
  • 10. Remitly Global Inc
         % of fund invested: 1.04%
         $USD invested: $6.01M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Meridian Growth Fund - Meridian Fund Inc

Totals

Holdings
Assets
Weight
Prisons
1.0
$3.67M
0.64%
     Prisons high risk
1.0
$3.67M
0.64%
     Private prisons
0.0
$0
0%
Borders
1.0
$3.67M
0.64%
     Borders high risk
1.0
$3.67M
0.64%
Total
1.0
$3.67M
0.64%
Full fund results

Holdings — 1 flagged holdings

1.
Cellebrite DI Ltd
Prisons
Borders
$3.67M
0.64%
Prisons
Borders :
$3.67M
0.64%
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