3 / 5 Stars
4 4 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#138 in Large Value
U.S. News evaluated 325 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.18 percent over the past year, 12.69 percent over the past three years, and 18.17 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital along with income as a component of total return. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities 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.
Fees are High compared to funds in the same category.
Meridian Equity Income Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.