Morningstar

Meridian Mutual Funds

View all of Meridian’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Meridian Funds List

Share Class Type

1 to 18 of 18 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Meridian Hedged Equity AMRAEXOptions Trading12.68%471.510%AverageFront Load$2,500
Meridian Hedged Equity InvestorMRIEXOptions Trading12.92%431.260%Above AverageInstitutional$2,500
Meridian Hedged Equity LegacyMEIFXOptions Trading12.87%461.260%Above AverageNo Load$1,000
Meridian Contrarian AMFCAXMid-Cap Blend7.63%941.460%HighFront Load$2,500
Meridian Contrarian InvestorMFCIXMid-Cap Blend7.83%941.190%HighInstitutional$2,500
Meridian Contrarian LegacyMVALXMid-Cap Blend7.84%941.150%Above AverageNo Load$1,000
Meridian Growth InvestorMRIGXSmall Growth6.90%870.940%AverageInstitutional$2,500
Meridian Growth LegacyMERDXSmall Growth6.95%870.880%Below AverageNo Load$1,000
Meridian Hedged Equity CMRCEXOptions Trading12.02%572.260%AverageLevel Load$2,500
Meridian Small Cap Growth AMSGAXSmall Growth8.02%831.500%HighFront Load$2,500
Meridian Small Cap Growth InvestorMISGXSmall Growth8.25%811.240%HighInstitutional$2,500
Meridian Small Cap Growth LegacyMSGGXSmall Growth8.24%811.210%Above AverageNo Load$1,000
Meridian Contrarian CMFCCXMid-Cap Blend7.00%962.230%HighLevel Load$2,500
Meridian Growth AMRAGXSmall Growth6.83%871.120%LowFront Load$2,500
Meridian Growth CMRCGXSmall Growth6.29%901.890%Below AverageLevel Load$2,500
Meridian Growth InstitutionalMRRGXSmall Growth6.95%870.850%Below AverageInstitutional$1.0 Mil
Meridian Small Cap Growth CMSGCXSmall Growth7.44%842.230%HighLevel Load$2,500
Meridian Small Cap Growth InstitutionalMSGRXSmall Growth8.39%791.100%HighInstitutional$1.0 Mil

Meridian Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center