MRIEX Mutual Fund

MRIEX Mutual Fund (Meridian Hedged Equity Fund Investor Class Shares) is managed by Meridian Funds with $7.4M in net assets. MRIEX expense ratio is 1.27%, holding 74 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2013-11-15.

MRIEX performance shows a YTD return of 7.03%. The 1-year return is 7.35% and the 5-year return is 6.28%. MRIEX dividend yield stands at 1.36%.

MRIEX top holdings include Goldman Sachs Financial Square Government Fund (16.3%), Crowdstrike Holdings Inc (8.6%), Draft Kings Inc. (5.0%), Aurora Innovation Inc (4.8%), Clear Secure Inc -Class A (4.7%). Go to all MRIEX holdings, MRIEX sectors, or MRIEX dividends.

MRIEX can be compared against other funds. Use MRIEX overlap to find shared positions, or MRIEX vs another fund for a side-by-side view. MRIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.