MRCEX Mutual Fund

MRCEX Mutual Fund (Meridian Hedged Equity Fund Class C Shares) is managed by Meridian Funds with $5,963.08 in net assets. MRCEX expense ratio is 2.27%, holding 87 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2015-07-01.

MRCEX performance shows a YTD return of 9.56%. The 1-year return is 10.95% and the 5-year return is 4.85%. MRCEX dividend yield stands at 0.47%, paid annually.

MRCEX top holdings include Goldman Sachs Financial Square Government Fund (16.3%), Crowdstrike Holdings Inc (8.6%), Draft Kings Inc. (5.0%), Aurora Innovation Inc (4.8%), Clear Secure Inc -Class A (4.7%). Go to all MRCEX holdings, MRCEX sectors, or MRCEX dividends.

MRCEX can be compared against other funds. Use MRCEX overlap to find shared positions, or MRCEX vs another fund for a side-by-side view. MRCEX alternatives are available via the screener, along with tax-loss harvesting opportunities.