Meridian Enhanced Equity Fund (MEIFX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MEIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEIFX
MEIFX charges 1.20% annually. There are 349 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | MEIFX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MEIFX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | MEIFX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MEIFX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | MEIFX vs TILIX |
Best Risk-Adjusted Alternatives to MEIFX
MEIFX has a PortfoliosLab risk / return rank of 16. There are 266 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | MEIFX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | MEIFX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | MEIFX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | MEIFX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | MEIFX vs FOCPX |
Top Performing MEIFX Alternatives (YTD)
MEIFX is at 4.20% YTD. There are 260 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | MEIFX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | MEIFX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | MEIFX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | MEIFX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | MEIFX vs POGRX |
Lowest Volatility Alternatives to MEIFX
MEIFX has 9.66% 1-year volatility. There is 1 mutual fund in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | MEIFX vs BBLIX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | MEIFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | MEIFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | MEIFX vs GQEPX | |
| AMG Veritas Global Real Return Fund | 10.46% | — | Jan 1991 | MEIFX vs BLUEX |
Lowest Drawdown Alternatives to MEIFX
MEIFX has a 1-year max drawdown of -4.80%. There is 1 mutual fund in the Large Cap Growth Equities category with a shallower 1-year drawdown, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | MEIFX vs BBLIX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | MEIFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | MEIFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | MEIFX vs DNVYX | |
| Timothy Plan Large/Mid Cap Growth Fund | -8.08% | — | Oct 2000 | MEIFX vs TLGAX |
Other Mutual Funds from Meridian
The 3 most viewed Meridian mutual funds shown here include MERDX, MVALX, MISGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Meridian Growth Fund | Small Cap Growth Equities | 6 | 7.16% | — | Aug 1984 | MEIFX vs MERDX | |
| Meridian Contrarian Fund | Mid Cap Blend Equities | 44 | 16.52% | — | Feb 1994 | MEIFX vs MVALX | |
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | 10 | 4.85% | — | Dec 2013 | MEIFX vs MISGX |
Often Compared With MEIFX
Investors most often compare MEIFX with FNCMX, USGLX, ITHAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare MEIFX with Any Fund or Stock
Compare MEIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEIFX with funds that move differently
Meridian Enhanced Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEIFX.
Explore MEIFX Diversifiers