Meridian Small Cap Growth Fund
Shareclass
Meridian Small Cap Growth A (MSGAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Meridian Small Cap Growth Fund
FUND COVERAGE
# of holdings27
% of assets31%
Score
36 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/A
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 30
Gender Equality: Policies Promoting Gender Equality
13 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Merit Medical Systems Inc1.27%$4.6M
- 2. Blackbaud Inc0.49%$1.78M
- 3. Alight Inc Class A0.6%$2.17M
- 4. Certara Inc Ordinary Shares1.96%$7.1M
- 5. Kirby Corp1.86%$6.73M
- 6. Trinet Group Inc1.2%$4.35M
- 7. CarGurus Inc Class A2.27%$8.23M
- 8. QuidelOrtho Corp0.53%$1.92M
- 9. HealthEquity Inc0.51%$1.86M
- 10. Tandem Diabetes Care Inc1.06%$3.83M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc Ordinary Shares - Class A1.88%$6.83M
- 2. Nuvalent Inc Class A0.76%$2.76M
- 3. ACV Auctions Inc Ordinary Shares - Class A1.24%$4.5M
- 4. Alkami Technology Inc2.25%$8.16M
- 5. Privia Health Group Inc0.2%$743,390
- 6. Crane NXT Co0.76%$2.74M
- 7. Remitly Global Inc2.1%$7.6M
- 8. Kadant Inc0.99%$3.58M
- 9. PROCEPT BioRobotics Corp0.93%$3.38M
- 10. Federal Signal Corp1.83%$6.65M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Meridian Small Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$2.01M
0.55%
Prisons high risk
1
$2.01M
0.55%
Private prisons
0
$0
0%
Borders
1
$2.01M
0.55%
Borders high risk
1
$2.01M
0.55%
Total
1
$2.01M
0.55%
Holdings — 1 flagged holdings
1.
Cellebrite DI Ltd
:$2.01M
0.55%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Meridian Small Cap Growth Fund MSGAX
Environment
Social
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