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Meridian Small Cap Growth Fund Holdings*
as of 9/30/14TickerSecurity Name AllocationWWWWOLVERINE Worldwide INC3.04%VPRTVISTAPRINT NV2.92%CRICARTER\'S INC2.76%CEBCORPORATE EXECUTIVE BOARD CO/THE2.41%HEI/AHE
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How to fill out meridian small cap growth:
01
Before filling out the form, gather all the necessary information such as personal details, contact information, and financial details.
02
Start by entering your name, address, and contact information in the designated fields. Make sure to provide accurate and up-to-date information.
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Next, provide your social security number or taxpayer identification number. This is crucial for identification and tax purposes.
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Proceed to answer the investment-related questions. These questions may inquire about your investment goals, risk tolerance, and investment experience. Be honest and provide the most accurate answers to help the fund managers understand your investment needs better.
05
Fill out the beneficiary designation section if applicable. This is where you can designate individuals who would receive the benefits of your investment in case of your death.
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Review the disclosure documents provided carefully. These documents contain important information about the fund, including its objectives, risks, fees, and expenses. Make sure you fully understand and agree to the terms stated.
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Complete any additional sections or forms required by the fund. These may include a suitability questionnaire, transfer forms, or other necessary documentation.
Who needs meridian small cap growth:
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Individuals who are seeking long-term capital growth. Meridian small cap growth fund is designed to provide investors with opportunities for significant capital appreciation over the long term.
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Investors who have a higher risk tolerance. Small cap stocks can be more volatile compared to large-cap stocks, and therefore, this fund may be more suitable for investors who are comfortable with higher levels of risk.
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Those who believe in the growth potential of smaller companies. Meridian small cap growth focuses on investing in small companies with strong growth prospects. If you believe in the potential of these companies to outperform larger established companies, this fund may be suitable for you.
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Investors who have a diversified investment portfolio. Adding a small-cap growth fund like Meridian small cap growth can provide diversification benefits to an investment portfolio. It can help balance the risks associated with other asset classes and potentially enhance overall portfolio performance.
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Individuals who have a long-term investment horizon. Small-cap growth investing often requires patience and a long-term perspective. If you are willing to hold investments for an extended period and allow them to grow over time, this fund could be suitable for your investment goals.
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What is meridian small cap growth?
Meridian Small Cap Growth is a mutual fund that focuses on investing in small cap growth companies.
Who is required to file meridian small cap growth?
Investors who hold shares in the Meridian Small Cap Growth fund may be required to file certain tax documents related to their investments.
How to fill out meridian small cap growth?
Investors can fill out the necessary forms for Meridian Small Cap Growth through their investment account or with the help of a financial advisor.
What is the purpose of meridian small cap growth?
The purpose of Meridian Small Cap Growth is to provide investors with the opportunity to invest in small cap growth companies and potentially earn a return on their investment.
What information must be reported on meridian small cap growth?
Investors may need to report their gains or losses from Meridian Small Cap Growth, as well as any dividends received.
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