MEIFX – Meridian Hedged Equity Legacy Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets in long or short positions in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities, such as options, in domestic and foreign companies. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MEIFX	Meridian Hedged Equity Fund® Legacy Class	No Load	Closed			Jan 31, 2005	$27.96M	1.270%	Average	$1,000	—
MRIEX	Meridian Hedged Equity Fund® Investor Class	Institutional	Open			Nov 15, 2013	$5.10M	1.270%	Average	$2,500	—
MRAEX	Meridian Hedged Equity Fund® A Class	Front Load	Open			Nov 15, 2013	$1.32M	1.520%	Average	$2,500	—
MRCEX	Meridian Hedged Equity Fund® Class C	Level Load	Open			Jul 1, 2015	$5,750.00	2.270%	Average	$2,500	—

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