Meridian Quality IndexBeta
A concentrated, rules-based quality index of durable U.S. businesses, combining quantitative factors with AI-assisted growth and risk analysis.
Meridian Indices
The full Meridian index family — the AI-enabled Quality Index, the five market-cap size tiers, and the fourteen sector indexes — with current NAVs at a glance.
AI-Enabled Index
All Index NAVs
Every Meridian index launches at a base value of 1000. Since-inception change is measured from that base; day change is versus the prior trading day.
| Index | NAV | Day | Since Inception |
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Size Indices
Market-cap tiers over our in-house U.S. equity universe, float-adjusted cap-weighted within each cumulative-coverage cut.
Mega-CapBeta
The largest U.S. companies by full-company market capitalization.
Large-CapBeta
Large U.S. companies just below the mega-cap cohort.
Mid-CapBeta
Mid-sized U.S. companies between large-cap and small-cap.
Small-CapBeta
Smaller U.S. companies that clear the liquidity and seasoning gates.
Micro-CapBeta
The smallest tradable U.S. companies that still clear the liquidity gate.
Sector Indices
The marketbrain v5 14-bucket industry taxonomy — each U.S. company assigned to one sector by its primary business, float-adjusted cap-weighted within the sector.
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In Development
Utilities IndexComing Soon
A rules-based index of durable U.S. utilities with high regulated returns on capital.
High-Dividend IndexComing Soon
A rules-based index targeting durable high-yield U.S. companies with a quality screen.
Regional-Bank IndexComing Soon
A rules-based index of high-quality U.S. regional banks with strong capital ratios.