Meridian Equity Income Legacy (MEIFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Meridian Equity Income Legacy
Larkspur CA 94939
60 E Sir Francis Drake Blvd,Suite 306
Meridian Fund Inc
Management information
,Lead manager since 2 September 2019
Employed by the ArrowMark Colorado Holdings, LLC as an investment research analyst since 2008. Mr. Freeman focused on larger capitalization stocks within the communications industry as an equity research analyst at Janus Capital Management LLC from 2004 - 2007. He graduated Phi Beta Kappa from the University of Colorado and also earned an MBA with a Finance concentration from the Daniels College of Business at Denver University.”
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryOptions Trading
Fund familyMeridian
Net assets44.73M
YTD return2.32%
Yield0.16%
Morningstar rating★★★★
Inception date30 Jun 2015
Fund operations
Last dividend0.02
Last cap gain12.00
Holdings turnover43.00%
Average for categoryN/A
Fees and expenses
ExpenseMEIFXCategory average
Annual report expense ratio (net)1.51%1.20%
Prospectus net expense ratio1.51%N/A
Prospectus gross expense ratio1.65%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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