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 348 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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | MEIFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | MEIFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | MEIFX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | MEIFX vs TILIX |
Best Risk-Adjusted Alternatives to MEIFX
MEIFX has a PortfoliosLab risk / return rank of 17. There are 219 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | MEIFX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | MEIFX vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | MEIFX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | MEIFX vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | MEIFX vs VHCAX |
Top Performing MEIFX Alternatives (YTD)
MEIFX is at 5.65% YTD. There are 219 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | MEIFX vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | MEIFX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | MEIFX vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | MEIFX vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | MEIFX vs CHAIX |
Lowest Volatility Alternatives to MEIFX
MEIFX has 9.75% 1-year volatility. There is 1 mutual fund in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | MEIFX vs BBLIX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | MEIFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | MEIFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | MEIFX vs GQEPX | |
| AMG Veritas Global Real Return Fund | 10.78% | — | 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 | 5 | 5.24% | — | Aug 1984 | MEIFX vs MERDX | |
| Meridian Contrarian Fund | Mid Cap Blend Equities | 36 | 14.71% | — | Feb 1994 | MEIFX vs MVALX | |
| Meridian Small Cap Growth Fund | Small Cap Growth Equities | 14 | 8.05% | — | Dec 2013 | MEIFX vs MISGX |
Often Compared With MEIFX
Investors most often compare MEIFX with USGLX, FNCMX, SEQUX. 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