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Morningstar

Meridian Growth Legacy MERDX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Meridian Investment Hub

Morningstar’s Analysis MERDX

Will MERDX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MERDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MERDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MERDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Good managers with a solid pedigree.

Associate Director

Summary

| by Tony Thomas

Meridian Growth’s proven, experienced team is a strength, but a few risks keep its Morningstar Analyst Rating at Bronze for most share classes but Neutral for the pricier C shares. All but the Institutional shares are closed to new investors.

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