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Meridian Hedged Equity Legacy MEIFX

Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 13.67  /  +1.64 %
  • Total Assets 46.0 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.16%
  • Turnover 43%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis MEIFX

Will MEIFX outperform in future?

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Meridian Hedged Equity Legacy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings MEIFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

13.92 6.5 Mil
Cash and Equivalents

Rivian Automotive Inc Class A

11.63 5.5 Mil
Consumer Cyclical

Lamb Weston Holdings Inc

10.56 5.0 Mil
Consumer Defensive

NVIDIA Corp

6.29 2.9 Mil
Technology

Live Nation Entertainment Inc

5.25 2.5 Mil
Communication Services

Sally Beauty Holdings Inc

4.82 2.3 Mil
Consumer Cyclical

Align Technology Inc

4.27 2.0 Mil
Healthcare

Coty Inc Class A

4.19 2.0 Mil
Consumer Defensive

Airbnb Inc Ordinary Shares - Class A

4.01 1.9 Mil
Consumer Cyclical

Splunk Inc

3.84 1.8 Mil
Technology