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Morningstar

Meridian Mutual Funds

View all of Meridian’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Meridian Funds List

Share Class Type

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Meridian Hedged Equity AMRAEXOptions Trading5.88%401.510%AverageFront Load$2,500
Meridian Hedged Equity CMRCEXOptions Trading5.56%452.260%AverageLevel Load$2,500
Meridian Hedged Equity InvestorMRIEXOptions Trading6.01%381.260%Above AverageInstitutional$2,500
Meridian Hedged Equity LegacyMEIFXOptions Trading5.91%381.260%Above AverageNo Load$1,000
Meridian Contrarian AMFCAXMid-Cap Blend2.80%951.460%HighFront Load$2,500
Meridian Contrarian InvestorMFCIXMid-Cap Blend2.89%971.190%HighInstitutional$2,500
Meridian Contrarian LegacyMVALXMid-Cap Blend2.88%971.150%Above AverageNo Load$1,000
Meridian Growth AMRAGXSmall Growth0.97%891.120%LowFront Load$2,500
Meridian Growth InvestorMRIGXSmall Growth1.07%880.940%AverageInstitutional$2,500
Meridian Growth LegacyMERDXSmall Growth1.08%880.880%Below AverageNo Load$1,000
Meridian Small Cap Growth AMSGAXSmall Growth3.36%701.500%HighFront Load$2,500
Meridian Small Cap Growth InvestorMISGXSmall Growth2.89%681.240%HighInstitutional$2,500
Meridian Small Cap Growth LegacyMSGGXSmall Growth3.51%681.210%Above AverageNo Load$1,000
Meridian Contrarian CMFCCXMid-Cap Blend2.50%972.230%HighLevel Load$2,500
Meridian Growth InstitutionalMRRGXSmall Growth0.23%880.850%Below AverageInstitutional$1.0 Mil
Meridian Small Cap Growth CMSGCXSmall Growth2.45%722.230%HighLevel Load$2,500
Meridian Small Cap Growth InstitutionalMSGRXSmall Growth3.55%681.100%HighInstitutional$1.0 Mil
Meridian Growth CMRCGXSmall Growth0.70%901.890%Below AverageLevel Load$2,500

Meridian Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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