Nasdaq - Delayed Quote USD

Meridian Hedged Equity C (MRCEX)

12.24
-0.02
(-0.16%)
At close: May 30 at 8:01:40 PM EDT
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  • Previous Close 12.26
  • YTD Return -1.91%
  • Expense Ratio 2.28%
  • Category Options Trading
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 40.76M
  • Beta (5Y Monthly) 0.67
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.08
  • Inception Date Jan 31, 2005

The fund will invest at least 80% of its net assets in long or short positions in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities, such as options, in domestic and foreign companies. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Meridian

Fund Family

Options Trading

Fund Category

40.76M

Net Assets

2005-01-31

Inception Date

Performance Overview: MRCEX

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Trailing returns as of 5/29/2025. Category is Options Trading.

YTD Return

MRCEX
1.91%
Category
6.64%
 

1-Year Return

MRCEX
7.71%
Category
16.67%
 

3-Year Return

MRCEX
6.31%
Category
6.96%
 

5-Year Return

MRCEX
9.95%
Category
6.01%
 

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Holdings: MRCEX

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Sector Weightings

SectorMRCEX
Technology   15.57%
Industrials   11.77%
Energy   5.39%
Healthcare   5.12%
Real Estate   3.14%
Utilities   2.45%

Recent News: MRCEX

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Research Reports: MRCEX

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