Meridian Equity Income Fund Manager Performance Evaluation
| MEIFX Fund | USD 13.26 0.08 0.61% |
The fund secures a Beta (Market Risk) of 0.24, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Meridian Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Meridian Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Meridian Equity Income are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Meridian Equity may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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| Expense Ratio Date | 31st of October 2025 | |
| Expense Ratio | 1.2700 |
Meridian |
Meridian Equity Relative Risk vs. Return Landscape
If you would invest 1,201 in Meridian Equity Income on November 6, 2025 and sell it today you would earn a total of 125.00 from holding Meridian Equity Income or generate 10.41% return on investment over 90 days. Meridian Equity Income is currently producing 0.1662% returns and takes up 0.8802% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Meridian, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Meridian Equity Current Valuation
Undervalued
Today
Please note that Meridian Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Meridian Equity Income secures a last-minute Real Value of $14.19 per share. The latest price of the fund is $13.26. We determine the value of Meridian Equity Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Meridian Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Meridian Mutual Fund. However, Meridian Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.26 | Real 14.19 | Hype 13.18 | Naive 13.28 |
The intrinsic value of Meridian Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Meridian Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Meridian Equity Income helps investors to forecast how Meridian mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Meridian Equity more accurately as focusing exclusively on Meridian Equity's fundamentals will not take into account other important factors: Meridian Equity Target Price Odds to finish over Current Price
The tendency of Meridian Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.26 | 90 days | 13.26 | about 12.49 |
Based on a normal probability distribution, the odds of Meridian Equity to move above the current price in 90 days from now is about 12.49 (This Meridian Equity Income probability density function shows the probability of Meridian Mutual Fund to fall within a particular range of prices over 90 days) .
Meridian Equity Price Density |
| Price |
Predictive Modules for Meridian Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Meridian Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Meridian Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Meridian Equity is not an exception. The market had few large corrections towards the Meridian Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Meridian Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Meridian Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.24 | |
σ | Overall volatility | 0.53 | |
Ir | Information ratio | 0.09 |
Meridian Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Meridian Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Meridian Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Meridian Equity Fundamentals Growth
Meridian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Meridian Equity, and Meridian Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Meridian Mutual Fund performance.
| Price To Earning | 22.10 X | ||||
| Price To Book | 4.88 X | ||||
| Price To Sales | 3.25 X | ||||
| Total Asset | 29.45 M | ||||
About Meridian Equity Performance
Evaluating Meridian Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Meridian Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Meridian Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. It may invest up to 25 percent of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.Things to note about Meridian Equity Income performance evaluation
Checking the ongoing alerts about Meridian Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Meridian Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Meridian Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Meridian Equity's mutual fund performance include:- Analyzing Meridian Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Meridian Equity's stock is overvalued or undervalued compared to its peers.
- Examining Meridian Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Meridian Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Meridian Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Meridian Equity's mutual fund. These opinions can provide insight into Meridian Equity's potential for growth and whether the stock is currently undervalued or overvalued.
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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