Meridian Equity Income Fund Quote
| MRIEX Fund | USD 13.16 0.01 0.08% |
PerformanceWeak
| Odds Of DistressLow
|
Meridian Equity is trading at 13.16 as of the 20th of March 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 13.17. Meridian Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in long or short positions in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities, such as options, in domestic and foreign companies. More on Meridian Equity Income
Moving together with Meridian Mutual Fund
Meridian Mutual Fund Highlights
| Fund Concentration | Meridian Funds, Large Blend Funds, Options Trading Funds, Options Trading, Meridian (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | June |
Meridian Equity Income [MRIEX] is traded in USA and was established 20th of March 2025. Meridian Equity is listed under Meridian category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Meridian family. This fund now has accumulated 47.6 M in assets with minimum initial investment of 2.5 K. Meridian Equity Income is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.01%, while the total return for the last 3 years was 7.2%.
Check Meridian Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Meridian Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Meridian Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Meridian Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Meridian Equity Income Mutual Fund Constituents
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| ST | Sensata Technologies Holding | Stock | Industrials | |
| OZK | Bank Ozk | Stock | Financials | |
| LYV | Live Nation Entertainment | Stock | Communication Services | |
| LNG | Cheniere Energy | Stock | Energy | |
| ALNY | Alnylam Pharmaceuticals | Stock | Health Care |
Meridian Equity Income Risk Profiles
| Mean Deviation | 0.7014 | |||
| Standard Deviation | 1.58 | |||
| Variance | 2.49 | |||
| Risk Adjusted Performance | (0.11) |
Meridian Equity Against Markets
Other Information on Investing in Meridian Mutual Fund
Meridian Equity financial ratios help investors to determine whether Meridian Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Meridian with respect to the benefits of owning Meridian Equity security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
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