See what your fund actually adds
Meridian Growth Fund® Investor Class MRIGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MRIGX | Replication |
|---|---|---|
| Annualized growth | -4.9% | 5.3% |
| Annualized volatility | 19.4% | 19.2% |
| Sharpe ratio | -0.16 | 0.36 |
| Maximum drawdown | 37.1% | 33.3% |
| Replication fit (R²) | 0.91 · Tracking error 5.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model MRIGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 56.5% |
| IJR | US Small Cap | 18.7% |
| VOX | Sector · Communication | 9.8% |
| EFG | Intl · Growth | 9.2% |
| XLV | Sector · Healthcare | 5.8% |