C
Meridian Hedged Equity Fund® Class C MRCEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings MRCEX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C-
Company Info MRCEX-NASDAQ Click to
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Provider Meridian
Manager/Tenure (Years) Clay Freeman (5)
Website http://www.meridianfund.com
Fund Information MRCEX-NASDAQ Click to
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Fund Name Meridian Hedged Equity Fund® Class C
Category Equity Hedged
Sub-Category Options Trading
Prospectus Objective Equity-Income
Inception Date Jul 01, 2015
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares MRCEX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend MRCEX-NASDAQ Click to
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Dividend Yield (Forward) 1.33%
Asset Allocation MRCEX-NASDAQ Click to
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Cash 6.68%
Stock 93.32%
U.S. Stock 87.00%
Non-U.S. Stock 6.32%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History MRCEX-NASDAQ Click to
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7-Day Total Return -1.32%
30-Day Total Return -0.15%
60-Day Total Return 2.85%
90-Day Total Return 4.55%
Year to Date Total Return 4.64%
1-Year Total Return 10.78%
2-Year Total Return 23.89%
3-Year Total Return 31.73%
5-Year Total Return 51.29%
Price MRCEX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV MRCEX-NASDAQ Click to
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Nav $12.62
1-Month Low NAV $12.59
1-Month High NAV $12.81
52-Week Low NAV $11.03
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $14.27
52-Week High Price (Date) Dec 02, 2024
Beta / Standard Deviation MRCEX-NASDAQ Click to
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Beta 0.65
Standard Deviation 10.48
Balance Sheet MRCEX-NASDAQ Click to
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Total Assets 35.50M
Operating Ratios MRCEX-NASDAQ Click to
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Expense Ratio 2.28%
Turnover Ratio 33.00%
Performance MRCEX-NASDAQ Click to
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Last Bull Market Total Return 12.73%
Last Bear Market Total Return -12.87%