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Meridian Hedged Equity C (MRCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.99-0.07 (-0.54%)
At close: 08:00PM EDT

Meridian Hedged Equity C

Larkspur CA 94939

60 E Sir Francis Drake Blvd,Suite 306

Meridian Fund Inc

Management information
,Lead manager since 2 September 2019
Employed by the ArrowMark Colorado Holdings, LLC as an investment research analyst since 2008. Mr. Freeman focused on larger capitalization stocks within the communications industry as an equity research analyst at Janus Capital Management LLC from 2004 - 2007. He graduated Phi Beta Kappa from the University of Colorado and also earned an MBA with a Finance concentration from the Daniels College of Business at Denver University.”
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryOptions Trading
Fund familyMeridian
Net assets45.66M
YTD return4.60%
Yield0.00%
Morningstar rating★★★★
Inception date14 Nov 2013

Fund operations

Last dividend0.08
Last cap gain12.00
Holdings turnover43.00%
Average for categoryN/A

Fees and expenses

ExpenseMRCEXCategory average
Annual report expense ratio (net)1.51%1.20%
Prospectus net expense ratio1.51%N/A
Prospectus gross expense ratio1.65%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A