Morningstar

Meridian Hedged Equity Fund® Legacy Class MEIFX

Morningstar Medalist Rating
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Medalist Rating as of See Meridian Investment Hub
  • NAV / 1-Day Return $14.39  /  −0.14 %
  • Fund Size $37.1M
  • Adjusted Expense Ratio 1.270%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Equity Hedged
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1,000
  • Investment Status Closed
  • TTM Yield 1.31%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis MEIFX

Will MEIFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Hedged Equity Legacy holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MEIFX

More MEIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

16.32 6M
Cash and Equivalents

CrowdStrike Holdings Inc Class A

8.59 3M
Technology

DraftKings Inc Ordinary Shares - Class A

4.99 2M
Consumer Cyclical

Aurora Innovation Inc Class A

4.77 2M
Consumer Cyclical

Clear Secure Inc Ordinary Shares Class A

4.67 2M
Technology

Electronic Arts Inc

4.31 1M
Communication Services

Brookfield Asset Management Ltd Ordinary Shares - Class A

3.75 1M
Financial Services

FedEx Corp

3.52 1M
Industrials

D.R. Horton Inc

3.38 1M
Consumer Cyclical

Fiserv Inc

3.05 1M
Technology

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