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 Trading12.76%501.510%AverageFront Load$2,500
Meridian Hedged Equity InvestorMRIEXOptions Trading13.00%481.260%Above AverageInstitutional$2,500
Meridian Hedged Equity LegacyMEIFXOptions Trading13.02%471.260%Above AverageNo Load$1,000
Meridian Contrarian AMFCAXMid-Cap Blend7.37%961.460%HighFront Load$2,500
Meridian Contrarian InvestorMFCIXMid-Cap Blend7.56%961.190%HighInstitutional$2,500
Meridian Contrarian LegacyMVALXMid-Cap Blend7.57%961.150%Above AverageNo Load$1,000
Meridian Hedged Equity CMRCEXOptions Trading12.10%552.260%AverageLevel Load$2,500
Meridian Small Cap Growth AMSGAXSmall Growth6.99%871.500%HighFront Load$2,500
Meridian Small Cap Growth InvestorMISGXSmall Growth7.26%841.240%HighInstitutional$2,500
Meridian Small Cap Growth LegacyMSGGXSmall Growth7.18%851.210%Above AverageNo Load$1,000
Meridian Contrarian CMFCCXMid-Cap Blend6.70%982.230%HighLevel Load$2,500
Meridian Growth AMRAGXSmall Growth5.33%911.120%LowFront Load$2,500
Meridian Growth CMRCGXSmall Growth4.79%921.890%Below AverageLevel Load$2,500
Meridian Growth InstitutionalMRRGXSmall Growth5.49%900.850%Below AverageInstitutional$1.0 Mil
Meridian Growth InvestorMRIGXSmall Growth5.41%900.940%AverageInstitutional$2,500
Meridian Growth LegacyMERDXSmall Growth5.46%900.880%Below AverageNo Load$1,000
Meridian Small Cap Growth CMSGCXSmall Growth6.31%882.230%HighLevel Load$2,500
Meridian Small Cap Growth InstitutionalMSGRXSmall Growth7.34%841.100%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

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