Meridian Equity Income Fund Quote
| MRIEX Fund | USD 13.22 0.02 0.15% |
PerformanceGood
| Odds Of DistressLow
|
Meridian Equity is trading at 13.22 as of the 20th of January 2026; that is 0.15 percent down since the beginning of the trading day. The fund's open price was 13.24. Meridian Equity has less than a 18 % 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 21st of December 2025 and ending today, the 20th of January 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 20th of January 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 0.84% with the current yeild of 0.01%, while the total return for the last 3 years was 11.66%.
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
| LNG | Cheniere Energy | Stock | Energy | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| PZZA | Papa Johns International | Stock | Consumer Discretionary | |
| LYV | Live Nation Entertainment | Stock | Communication Services | |
| OZK | Bank Ozk | Stock | Financials | |
| JWN | Nordstrom | Stock | Consumer Discretionary | |
| SNAP | Snap Inc | Stock | Communication Services | |
| ON | ON Semiconductor | Stock | Information Technology |
Meridian Equity Income Risk Profiles
| Mean Deviation | 0.5396 | |||
| Semi Deviation | 0.4091 | |||
| Standard Deviation | 0.9072 | |||
| Variance | 0.823 |
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.
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