Meridian Equity Income Fund Quote
| MRIEX Fund | USD 13.25 0.11 0.84% |
PerformanceGood
| Odds Of DistressLow
|
Meridian Equity is trading at 13.25 as of the 9th of February 2026; that is 0.84 percent up since the beginning of the trading day. The fund's open price was 13.14. Meridian Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 11th of November 2025 and ending today, the 9th of February 2026. 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 Funds, Options Trading Funds, Options Trading, Meridian (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of October 2025 |
| Fiscal Year End | June |
Meridian Equity Income [MRIEX] is traded in USA and was established 9th of February 2026. 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 35.12 M in assets with minimum initial investment of 2.5 K. Meridian Equity Income is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.01%, while the total return for the last 3 years was 10.68%.
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.
Meridian Equity Income Risk Profiles
| Mean Deviation | 0.5016 | |||
| Semi Deviation | 0.2511 | |||
| Standard Deviation | 0.8683 | |||
| Variance | 0.754 |
Meridian Equity Against Markets
MERIDIAN Mutual Fund Analysis Notes
The fund generated returns of 7.0% over the last ten years. Meridian Equity Income maintains about 6.15% of assets in cash. Large To find out more about Meridian Equity Income contact the company at 800-446-6662.Meridian Equity Income Investment Alerts
| The fund maintains about 6.15% of its assets in cash |
Top Meridian Equity Income Mutual Fund Constituents
| EQIX | Equinix | Stock | |
| VRTX | Vertex Pharmaceuticals | Stock | |
| EXAS | EXACT Sciences | Stock | |
| NVDA | NVIDIA | Stock | |
| GE | GE Aerospace | Stock | |
| C | Citigroup | Stock | |
| LVS | Las Vegas Sands | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| LNG | Cheniere Energy | Stock | |
| OZK | Bank Ozk | Stock | |
| MSFT | Microsoft | Stock | |
| CRC | California Resources Corp | Stock | |
| WFC | Wells Fargo | Stock | |
| LW | Lamb Weston Holdings | Stock | |
| ST | Sensata Technologies Holding | Stock | |
| BBY | Best Buy Co | Stock | |
| GWW | WW Grainger | Stock | |
| MATX | Matson Inc | Stock | |
| SKX | Skechers USA | Stock | |
| SBUX | Starbucks | Stock | |
| HUN | Huntsman | Stock | |
| PANW | Palo Alto Networks | Stock | |
| CHWY | Chewy Inc | Stock | |
| GH | Guardant Health | Stock | |
| VRSK | Verisk Analytics | Stock |
Meridian Equity Outstanding Bonds
Meridian Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Meridian Equity Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most MERIDIAN bonds can be classified according to their maturity, which is the date when Meridian Equity Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Meridian Equity Predictive Daily Indicators
Meridian Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Meridian Equity mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 13.25 | |||
| Day Typical Price | 13.25 | |||
| Price Action Indicator | 0.055 | |||
| Period Momentum Indicator | 0.11 |
Meridian Equity Forecast Models
Meridian Equity's time-series forecasting models are one of many Meridian Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Meridian Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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.
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| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |