MRIEX Mutual Fund
MRIEX Mutual Fund
Meridian Hedged Equity Fund Investor Class Shares

MRIEX Mutual Fund Overview
MRIEX Mutual Fund (Meridian Hedged Equity Fund Investor Class Shares) is managed by Meridian Funds with $3.4M in net assets. MRIEX expense ratio is 1.27%, holding 88 positions across sectors including Consumer Discretionary, Communication Services, Information Technology. Inception date: 2013-11-15.
MRIEX performance shows a YTD return of 4.43%. The 1-year return is 6.41% and the 5-year return is 11.19%. MRIEX dividend yield stands at 6.92%, paid annually.
MRIEX top holdings include Goldman Sachs Financial Square Government Fund (8.1%), Shopify Inc. (7.1%), Live Nation Entertainment Inc (6.6%), Dr Horton Inc. (6.0%), Airbnb Inc (5.6%). View all MRIEX holdings, sector breakdown, or dividend history.
MRIEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.