Morningstar

Meridian Hedged Equity Fund® Investor Class MRIEX

Morningstar Medalist Rating
Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 14.05  /  +0.14 %
  • Total Assets 34.4M
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.250%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Equity Hedged
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.29%
  • Turnover 36%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:34 AM GMT+0

Morningstar’s Analysis MRIEX

Will MRIEX outperform in the 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 MRIEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRIEX 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 MRIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Hedged Equity Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MRIEX

More MRIEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

16.32 6M
Cash and Equivalents

CrowdStrike Holdings Inc Class A

8.59 3M
Technology

DraftKings Inc Ordinary Shares - Class A

4.99 2M
Consumer Cyclical

Aurora Innovation Inc Class A

4.77 2M
Consumer Cyclical

Clear Secure Inc Ordinary Shares Class A

4.67 2M
Technology

Electronic Arts Inc

4.31 1M
Communication Services

Brookfield Asset Management Ltd Ordinary Shares - Class A

3.75 1M
Financial Services

FedEx Corp

3.52 1M
Industrials

D.R. Horton Inc

3.38 1M
Consumer Cyclical

Fiserv Inc

3.05 1M
Technology

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