Meridian Mutual Funds List
Here you can find all mutual funds issued by Meridian and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.10%
- Avg. 1 Year Return
- 16.85%
- Avg. 5 Year Return
- 2.94%
- Median Risk/Return Score
- 18 / 100
Meridian Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Meridian Enhanced Equity Fund | Large Cap Growth Equities | Jan 31, 2005 | 1.20% | 6.11% | 14.19% | 6.83% | 21 | ||||||||
| Meridian Growth Fund | Small Cap Growth Equities | Aug 1, 1984 | 0.85% | 5.44% | 7.19% | 8.56% | 4 | ||||||||
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | Dec 16, 2013 | 1.22% | 4.77% | 8.97% | 7.53% | 15 | ||||||||
| Meridian Contrarian Fund | Mid Cap Blend Equities | Feb 10, 1994 | 1.12% | 15.31% | 13.33% | 11.11% | 48 |
Explore top Meridian Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Meridian Mutual funds by Risk/Return Score
The top Meridian Mutual funds by PortfoliosLab Risk/Return Score are MVALX (48) and MEIFX (21).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Meridian Contrarian Fund | 48 | — | Feb 1994 | |
| Meridian Enhanced Equity Fund | 21 | — | Jan 2005 | |
| Meridian Small Cap Growth Fund | 15 | — | Dec 2013 | |
| Meridian Growth Fund | 4 | — | Aug 1984 |
Best-Performing Meridian Mutual funds Over 5 Years
The top Meridian Mutual funds is MVALX (7.64%).
Across the lineup, Meridian Mutual funds show an average 1-year return of 16.85% and an average 5-year return of 2.94%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Meridian Contrarian Fund | 7.64% | — | Feb 1994 | |
| Meridian Enhanced Equity Fund | 6.63% | — | Jan 2005 | |
| Meridian Small Cap Growth Fund | -0.18% | — | Dec 2013 | |
| Meridian Growth Fund | -2.34% | — | Aug 1984 |
Lowest-Cost Meridian Mutual funds
The top Meridian Mutual funds is MERDX (0.85%).
With an average expense ratio of 1.10%, Meridian Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Meridian Growth Fund | 0.85% | — | Aug 1984 | |
| Meridian Contrarian Fund | 1.12% | — | Feb 1994 | |
| Meridian Enhanced Equity Fund | 1.20% | — | Jan 2005 | |
| Meridian Small Cap Growth Fund | 1.22% | — | Dec 2013 |
Highest-Yield Meridian Mutual funds
The top Meridian Mutual funds is MVALX (11.11%).
Across the lineup, Meridian Mutual funds show an average dividend yield of 8.51%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Meridian Contrarian Fund | 11.11% | — | Feb 1994 | |
| Meridian Growth Fund | 8.56% | — | Aug 1984 | |
| Meridian Small Cap Growth Fund | 7.53% | — | Dec 2013 | |
| Meridian Enhanced Equity Fund | 6.83% | — | Jan 2005 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.