Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Mutual Funds List
1 to 18 of 18 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Meridian Contrarian Fund Legacy Class | MVALX | Small Blend | 7.37% | 94 | 1.180% | Above Average | No Load | $1,000 | ||
| Meridian Hedged Equity Fund® Legacy Class | MEIFX | Equity Hedged | 9.93% | 26 | 1.270% | Average | No Load | $1,000 | ||
| Meridian Contrarian Fund Investor Class | MFCIX | Small Blend | 7.32% | 94 | 1.210% | High | Institutional | $2,500 | ||
| Meridian Hedged Equity Fund® Class C | MRCEX | Equity Hedged | 9.08% | 37 | 2.270% | Average | Level Load | $2,500 | ||
| Meridian Hedged Equity Fund® A Class | MRAEX | Equity Hedged | 9.71% | 26 | 1.520% | Average | Front Load | $2,500 | ||
| Meridian Hedged Equity Fund® Investor Class | MRIEX | Equity Hedged | 9.96% | 25 | 1.270% | Average | Institutional | $2,500 | ||
| Meridian Contrarian Fund A Class | MFCAX | Small Blend | 7.26% | 94 | 1.470% | High | Front Load | $2,500 | ||
| Meridian Contrarian Fund Class C | MFCCX | Small Blend | 6.56% | 95 | 2.250% | High | Level Load | $2,500 | ||
| Meridian Small Cap Growth Fund Legacy Class | MSGGX | Small Growth | 2.52% | 86 | 1.220% | Above Average | No Load | $1,000 | ||
| Meridian Small Cap Growth Fund Class C | MSGCX | Small Growth | 1.65% | 89 | 2.260% | High | Level Load | $2,500 | ||
| Meridian Small Cap Growth Fund A Class | MSGAX | Small Growth | 2.34% | 87 | 1.510% | High | Front Load | $2,500 | ||
| Meridian Small Cap Growth Fund Investor Shares | MISGX | Small Growth | 2.55% | 86 | 1.260% | High | Institutional | $2,500 | ||
| Meridian Small Cap Growth Fund Institutional Class | MSGRX | Small Growth | 2.64% | 85 | 1.110% | High | Institutional | $1M | ||
| Meridian Growth Fund® Institutional Class | MRRGX | Small Growth | −3.93% | 98 | 0.880% | Below Average | Institutional | $1M | ||
| Meridian Growth Fund® Investor Class | MRIGX | Small Growth | −4.05% | 99 | 0.960% | Above Average | Institutional | $2,500 | ||
| Meridian Growth Fund® Class C | MRCGX | Small Growth | −4.81% | 99 | 1.930% | Below Average | Level Load | $2,500 | ||
| Meridian Growth Fund® A Class | MRAGX | Small Growth | −4.21% | 99 | 1.230% | Average | Front Load | $2,500 | ||
| Meridian Growth Fund® Legacy Class | MERDX | Small Growth | −3.97% | 99 | 0.910% | Below Average | No Load | $1,000 |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States