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Meridian Enhanced Equity Legacy MEIFX

Quantitative rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 12.14  /  0.65 %
  • Total Assets 50.9 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 74%

Morningstar’s Analysis MEIFX

Will MEIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Low People Pillar rating limit Meridian Enhanced Equity Legacy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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