Meridian Equity Income Fund

Scorecard
3 / 5 Stars
Lipper
4 4 5 2 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#137 in Large Value

U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.18 percent over the past year, 12.43 percent over the past three years, and 21.93 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date -0.4%
1 Year 22.2%
3 Years (Annualized) 12.4%
5 Years (Annualized) 21.9%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Meridian Equity Income Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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