MRIEX Mutual Fund
MRIEX Mutual Fund
NAV$14.20
AUM$3M
TER1.27%
Holdings74
See how much of MRIEX you already own
MRIEX Mutual Fund
NAV$14.20
Meridian Hedged Equity Fund Investor Class Shares
AUM$3M
TER1.27%
Holdings74
See how much of MRIEX you already own
MRIEX Mutual Fund Overlap Analysis
MRIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, MRIEX may share significant positions with broad-market funds.
MRIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRIEX tax-loss harvesting finds highly correlated but non-identical funds.