Meridian Quality Index
A rules-based index of durable U.S. quality compounders — businesses with strong returns on capital, at-least-moderate organic growth, and consistent returns of cash to shareholders.
AI-assisted analysis. Alongside traditional fundamental and market data,
the Index applies AI language-model analysis to two forward-looking dimensions — gauging the
durability of each company’s growth outlook and surfacing the qualitative risk factors
disclosed in its filings. These model-driven signals are combined with quantitative factors
under a single, rules-based framework.
Index Characteristics
Performance Summary
Sector Weights
Top 10 Constituents by Weight
| Ticker | Quality Score | Weight |
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