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Meridian Hedged Equity Investor (MRIEX)

13.39
-0.02
(-0.15%)
At close: 8:01:40 PM EDT
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  • Previous Close 13.41
  • YTD Return -1.37%
  • Expense Ratio 1.28%
  • Category Options Trading
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 40.76M
  • Beta (5Y Monthly) 0.67
  • Yield 0.73%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.11
  • 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

More about Meridian Hedged Equity Investor

Performance Overview: MRIEX

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

YTD Return

MRIEX
1.37%
Category
6.64%
 

1-Year Return

MRIEX
8.96%
Category
16.67%
 

3-Year Return

MRIEX
7.28%
Category
6.96%
 

5-Year Return

MRIEX
10.87%
Category
6.01%
 

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Holdings: MRIEX

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Sector Weightings

SectorMRIEX
Consumer Cyclical   20.68%
Financial Services   16.16%
Technology   15.57%
Communication Services   12.27%
Industrials   11.77%
Consumer Defensive   6.74%
Energy   5.39%
Healthcare   5.12%
Real Estate   3.14%
Utilities   2.45%
Basic Materials   0.72%
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Recent News: MRIEX

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Research Reports: MRIEX

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