Meridian Quality Index

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

TickerQuality ScoreWeight

View all constituents →