Meridian Growth Fund (MRAGX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Meridian Growth Fund (MRAGX) trades at $30.29 with AI Score 44/100 (Grade C). Meridian Growth Fund (MRAGX) is a financial services company specializing in asset management. Market cap: $678M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for MRAGX: MRAGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates MRAGX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
MRAGX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Meridian Growth Fund (MRAGX) Financial Services Profile
Meridian Growth Fund (MRAGX) is an asset management firm focusing on small- and mid-cap growth companies with high revenue and earnings potential. The fund invests in companies demonstrating strong sales, unit, and industry growth, alongside solid balance sheets and returns, with up to 25% allocated to foreign entities.
What Is the Investment Thesis for MRAGX?
Meridian Growth Fund (MRAGX) presents an investment opportunity centered on its focus on small- and mid-cap growth companies. With a market capitalization of $678M and a beta of 1.21, the fund offers exposure to a segment of the market that can deliver high growth, albeit with potentially higher volatility. The fund's strategy of investing in companies with strong revenue and earnings growth, high returns on assets and equity, and solid balance sheets is a key value driver. The ability to invest up to 25% of its assets in foreign companies provides diversification and access to international growth opportunities. However, the absence of a dividend yield may deter some investors seeking income. The pending AI analysis could provide further insights into the fund's portfolio and performance.
Based on FMP financials and quantitative analysis
MRAGX Key Highlights
Market capitalization of $678M, indicating its position within the small- to mid-cap segment.
- Beta of 1.21, suggesting a higher volatility compared to the overall market.
- Focus on companies with high sales growth, unit growth, and industry growth, targeting above-average revenue and earnings potential.
- Investment flexibility to allocate up to 25% of its assets in securities of foreign companies, including emerging market companies.
- No dividend yield, which may appeal to growth-oriented investors rather than income-seeking investors.
Who Are MRAGX's Competitors?
MRAGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BCSIX Brown Capital Management Small Company Fund | $24.82 | -0.84% | $346M | 44 |
| CMIDX Congress Mid Cap Growth Fund | $21.12 | -1.49% | $641M | 44 |
| DLY DoubleLine Yield Opportunities Fund | $13.85 | -1.14% | $672M | 47 |
| FFSIX Fidelity Advisor Financial Services Fund | $42.83 | +0.21% | $634M | 44 |
| MIJFX Matthews Japan Fund | $28.31 | -0.56% | $743M | — |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
| ACGP Associated Capital Group, Inc. | $33.45 | -0.06% | $698M | 67 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MRAGX's Key Strengths?
Focus on high-growth small- and mid-cap companies.
- Ability to invest in foreign companies for diversification.
- Disciplined investment process.
- Potential for above-average returns.
What Are MRAGX's Weaknesses?
Higher volatility compared to broader market indices (beta of 1.21).
- No dividend yield, which may deter income-seeking investors.
- Dependence on the Investment Adviser's stock selection skills.
- Smaller market capitalization compared to larger asset management firms.
What Could Drive MRAGX Stock Higher?
Continued growth in the small- and mid-cap market segment.
- Increasing investor demand for growth-oriented investment strategies.
What Are the Key Risks for MRAGX?
Market volatility and economic downturns could negatively impact fund performance.
- Changes in interest rates could affect the valuations of growth companies.
- Geopolitical risks in foreign markets could lead to losses on international investments.
- Competition from other asset management firms and passive investment strategies.
- Dependence on the Investment Adviser's ability to select and manage growth stocks.
What Are the Growth Opportunities for MRAGX?
- Expansion into Emerging Markets: Allocating a larger portion of the portfolio to emerging market companies could provide significant growth opportunities. The fund currently has the flexibility to invest up to 25% of its assets in foreign companies. By increasing exposure to rapidly growing economies in Asia, Latin America, and Africa, MRAGX can potentially enhance its returns. This strategy requires careful due diligence and risk management to navigate the complexities of emerging markets, but the potential rewards could be substantial. Timeline: Ongoing.
- Focus on Sustainable Investing: Integrating environmental, social, and governance (ESG) factors into the investment process could attract a growing segment of investors who prioritize sustainability. By identifying and investing in companies with strong ESG profiles, MRAGX can align its investment strategy with the increasing demand for responsible investing. This approach can also potentially enhance long-term returns by mitigating risks associated with unsustainable business practices. Timeline: Ongoing.
- Technological Innovation in Asset Management: Embracing technological advancements, such as artificial intelligence and machine learning, can improve the fund's investment decision-making process. AI-powered tools can analyze vast amounts of data to identify investment opportunities and manage risk more effectively. By leveraging technology, MRAGX can potentially enhance its performance and attract investors seeking innovative investment solutions. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: Forming strategic partnerships with other financial institutions or acquiring smaller asset management firms could expand MRAGX's reach and capabilities. Partnerships can provide access to new markets, distribution channels, and investment expertise. Acquisitions can increase the fund's assets under management and diversify its product offerings. These initiatives can drive growth and enhance MRAGX's competitive position in the asset management industry. Timeline: Ongoing.
- Development of Thematic Investment Products: Creating specialized investment products focused on specific themes, such as healthcare innovation, renewable energy, or cybersecurity, can attract investors seeking targeted exposure to high-growth sectors. By developing thematic funds, MRAGX can cater to the evolving needs of investors and differentiate itself from competitors. This strategy requires in-depth research and expertise in the chosen themes, but the potential for growth is significant. Timeline: Ongoing.
What Are MRAGX's Competitive Advantages?
- Investment Expertise: Experienced investment team with a track record of identifying and managing growth companies.
- Disciplined Investment Process: Focus on fundamental analysis and a rigorous stock selection process.
- Flexibility to Invest in Foreign Companies: Ability to access growth opportunities in emerging markets.
- Established Brand: Reputation for delivering consistent performance over time.
What Does MRAGX Do?
Meridian Growth Fund (MRAGX) is an asset management firm dedicated to identifying and investing in small- and mid-capitalization growth companies. The fund's investment strategy centers on companies exhibiting strong potential for above-average growth in revenues and earnings. This potential is evaluated based on several key factors, including high sales growth, significant unit growth, and robust industry growth. The fund also considers companies with high or improving returns on assets and equity, as well as those with strong balance sheets. MRAGX may allocate up to 25% of its total assets to securities of foreign companies, including those in emerging markets, calculated at the time of purchase. This international exposure allows the fund to tap into growth opportunities beyond the domestic market. The fund operates within the financial services sector, specifically focusing on asset management. Its investment decisions are guided by the Investment Adviser's assessment of a company's growth prospects, aiming to deliver long-term capital appreciation for its investors. MRAGX's investment philosophy emphasizes fundamental analysis and a disciplined approach to stock selection, targeting companies that are believed to be undervalued relative to their growth potential.
What Products and Services Does MRAGX Offer?
- Invests in small- and mid-capitalization growth companies.
- Seeks companies with above-average growth potential in revenues and earnings.
- Evaluates companies based on sales growth, unit growth, and industry growth.
- Considers companies with high or improving returns on assets and equity.
- Looks for companies with strong balance sheets.
- May invest up to 25% of its assets in foreign companies, including emerging market companies.
How Does MRAGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Investment Adviser selects and manages a portfolio of small- and mid-cap growth companies.
- Aims to achieve long-term capital appreciation for its investors.
- May invest in foreign companies to diversify and enhance returns.
What Industry Does MRAGX Operate In?
Meridian Growth Fund operates within the asset management industry, a segment of the financial services sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other asset managers like BCSIX (BlackRock Small Cap Growth Equity Fund), CMIDX (Columbia Midcap Index Fund), DLY (Dreyfus Lion Account), FFSIX (Fidelity Freedom 2050 Fund), and MIJFX (MainStay Janus Mid Cap Growth ETF). The trend towards passive investing and lower fees poses a challenge to active managers like MRAGX, requiring them to demonstrate value through superior stock selection and risk management.
Who Are MRAGX's Key Customers?
- Individual investors seeking growth-oriented investment opportunities.
- Institutional investors looking for exposure to small- and mid-cap companies.
- Retirement plans and other investment vehicles.
- Investors seeking diversification through foreign investments.
MRAGX Valuation & Market Position
Relative to its peer group, MRAGX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
MRAGX Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth small- and mid-cap companies.
- Ability to invest in foreign companies for diversification.
- Disciplined investment process.
- Potential for above-average returns.
Bear Case
- Higher volatility compared to broader market indices (beta of 1.21).
- No dividend yield, which may deter income-seeking investors.
- Dependence on the Investment Adviser's stock selection skills.
- Smaller market capitalization compared to larger asset management firms.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
MRAGX Latest News
No recent news available for MRAGX.
MRAGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MRAGX.
Price Targets
Wall Street price target analysis for MRAGX.
MRAGX MoonshotScore
What does this score mean?
The MoonshotScore rates MRAGX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Meridian Growth Fund (MRAGX) — Financial Services
What does the AI Score mean for MRAGX?
MRAGX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Meridian Growth Fund (MRAGX) is a financial services company specializing in asset management. The fund focuses on small- and mid-capitalization growth companies with high potential for revenue …
What does Meridian Growth Fund do?
Meridian Growth Fund (MRAGX) is an asset management firm that invests primarily in small- and mid-capitalization growth companies. The fund seeks to identify companies with high potential for revenue and earnings growth, based on factors such as sales growth, unit growth, industry growth, and strong financial metrics.
What are the main risks for MRAGX?
Meridian Growth Fund (MRAGX) faces several risks inherent in its investment strategy. Market volatility and economic downturns can negatively impact the performance of small- and mid-cap growth stocks. Changes in interest rates could affect the valuations of these companies. Geopolitical risks in foreign markets could lead to losses on international investments.
How sensitive is MRAGX to interest rate changes?
As a fund investing primarily in growth stocks, MRAGX is sensitive to interest rate changes. Rising interest rates can negatively impact the valuations of growth companies, as they increase borrowing costs and reduce future earnings potential. Higher interest rates can also make bonds and other fixed-income investments more attractive, leading investors to shift away from growth stocks.
What regulatory challenges does Meridian Growth Fund face?
Meridian Growth Fund, as an asset management firm, faces a number of regulatory challenges. The fund is subject to regulations from the Securities and Exchange Commission (SEC), including requirements for registration, reporting, and compliance with investment company regulations. The fund must also adhere to regulations regarding the marketing and distribution of its shares.
What are the key factors to evaluate for MRAGX?
Meridian Growth Fund (MRAGX) holds an AI score of 44/100 (low). Meridian Growth Fund (MRAGX) presents an investment opportunity centered on its focus on small- and mid-cap growth companies. Not financial advice.
How frequently does MRAGX data refresh on this page?
MRAGX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven MRAGX's recent stock price performance?
Meridian Growth Fund (MRAGX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on high-growth small- and mid-cap companies. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider MRAGX overvalued or undervalued right now?
Meridian Growth Fund (MRAGX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The AI analysis is pending and may provide further insights into the fund's performance and potential investment opportunities.
- The information provided is based on available data and should not be considered investment advice.