About the Index

The Meridian Quality Index is a rules-based, systematic equity index designed to capture the return profile of durable, high-quality U.S. businesses — companies that earn strong returns on capital, grow organically, and consistently return cash to shareholders.

The Index is built for investors who want disciplined, transparent exposure to business quality rather than to short-term market themes. Constituents are selected and weighted by a consistent, repeatable process and refreshed on a regular schedule. See the Methodology for a high-level overview of how companies are evaluated and the Index is constructed.

Disclaimer

The Meridian Quality Index (the “Index”) is a rules-based, systematic equity index. Index returns, where shown, are calculated on a total-return basis assuming reinvestment of dividends. Index returns do not reflect fees, expenses, brokerage commissions, or transaction costs that would apply to an actual investment.

Past performance — whether actual or simulated — is not a guarantee or reliable indicator of future results. There are frequently material differences between simulated performance and actual results achieved by any investment strategy.

It is not possible to invest directly in an index. Index performance does not represent the performance of any investment product or account.

This information is provided for informational and educational purposes only. Nothing contained herein constitutes investment advice, a solicitation, or an offer to buy or sell any security. Investors should consult their own advisors before making investment decisions.

The process used in Index construction incorporates third-party data, including public company filings, market-data providers, and analytical model outputs. These data sources are subject to error, revision, and delay. The Index administrator makes no representation or warranty as to the accuracy or completeness of any data used in Index construction.

Index data is provided “as of” the date indicated. The Index administrator is not obligated to update this information.

Benchmark indices referenced for comparison purposes are the property of their respective owners and are used for comparison only; the Index administrator has no affiliation with those benchmark providers.

Data & Attribution

The Index is built from public company filings (SEC EDGAR), market-data providers, and analytical workflows. “S&P 500,” where referenced, is a trademark of S&P Global and is used for comparison purposes only.