Meridian Growth Fund®

Shareclass
Meridian Growth Investor (MRIGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Meridian Growth Fund®

FUND COVERAGE
# of holdings64
% of assets75%
Score
41 / 100
Rank

39.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #659 out of 1,085

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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 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 Class A
         % of fund invested: 1.16%
         $USD invested: $8.35M
  • 2. Ziff Davis Inc
         % of fund invested: 2.38%
         $USD invested: $17.18M
  • 3. Halozyme Therapeutics Inc
         % of fund invested: 2.01%
         $USD invested: $14.47M
  • 4. Deckers Outdoor Corp
         % of fund invested: 0.87%
         $USD invested: $6.28M
  • 5. Dynatrace Inc Ordinary Shares
         % of fund invested: 2.35%
         $USD invested: $16.97M
  • 6. Elastic NV
         % of fund invested: 0.82%
         $USD invested: $5.92M
  • 7. Merit Medical Systems Inc
         % of fund invested: 1.2%
         $USD invested: $8.66M
  • 8. GLOBALFOUNDRIES Inc
         % of fund invested: 2.23%
         $USD invested: $16.06M
  • 9. Exact Sciences Corp
         % of fund invested: 0.9%
         $USD invested: $6.52M
  • 10. Agios Pharmaceuticals Inc
         % of fund invested: 0.73%
         $USD invested: $5.25M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 1.44%
         $USD invested: $10.41M
  • 2. Dyne Therapeutics Inc Ordinary Shares
         % of fund invested: 0.18%
         $USD invested: $1.27M
  • 3. Nuvalent Inc Class A
         % of fund invested: 0.63%
         $USD invested: $4.54M
  • 4. Chewy Inc
         % of fund invested: 0.69%
         $USD invested: $4.97M
  • 5. ACV Auctions Inc Ordinary Shares - Class A
         % of fund invested: 1.24%
         $USD invested: $8.96M
  • 6. Madrigal Pharmaceuticals Inc
         % of fund invested: 1.63%
         $USD invested: $11.73M
  • 7. Alkami Technology Inc
         % of fund invested: 2.18%
         $USD invested: $15.74M
  • 8. Privia Health Group Inc
         % of fund invested: 0.2%
         $USD invested: $1.48M
  • 9. Globus Medical Inc Class A
         % of fund invested: 1.91%
         $USD invested: $13.77M
  • 10. Remitly Global Inc
         % of fund invested: 2.09%
         $USD invested: $15.09M

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®

Totals

Holdings
Assets
Weight
Prisons
1
$3.99M
0.55%
     Prisons high risk
1
$3.99M
0.55%
     Private prisons
0
$0
0%
Borders
1
$3.99M
0.55%
     Borders high risk
1
$3.99M
0.55%
Total
1
$3.99M
0.55%
Full fund results

Holdings — 1 flagged holdings

1.
Cellebrite DI Ltd
Prisons
Borders
$3.99M
0.55%
Prisons
Borders :
$3.99M
0.55%
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