Meridian
Step-by-step development based on its core strengths earns ArrowMark Partners an Above Average Parent rating.
Meridian Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
2.78 BilInvestment Flows (TTM)
−326.08 MilAsset Growth Rate (TTM)
−9.90%# of Share Classes
18| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 0 | ||
| 6 | ||
| 6 | ||
| 6 | ||
| 0 | ||
| Not Rated | 0 |
Name
|
Morningstar Rating Overall
| |
|---|---|---|
| Meridian Enhanced Equity A | 44 | |
| Meridian Contrarian Investor | 18 | |
| Meridian Enhanced Equity Investor | 38 | |
| Meridian Enhanced Equity C | 50 | |
| Meridian Contrarian Legacy | 18 |
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars.
Star ratings are calculated at the end of every month.
Investments must have at least 36 continuous months of total returns to receive a rating.
Quick Definitions: Key Morningstar Terms
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.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.