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Meridian Contrarian Fund Legacy Class (MVALX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business's (or issuer's) long-term earnings power or asset value- or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities- including higher yield- higher risk- lower rated or unrated corporate bonds commonly referred to as "junk bonds."


1 month+3.31% 3 years+12.12%
3 months+9.18% 5 years+14.80%
1 year+22.13% Since inception+13.16%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.80%+12.62%
Expense ratio1.15%1.22%
Risk 5 year sharpe ratio1.201.18
Net assets$659.9M$1.5B
Average market cap$9.0B$12.0B
Average P/E16.628.2
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyMeridian
Fund manager & tenureJames England / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock83.73%
International stock10.22%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 19.95%
Industrial materials 15.72%
Financial service 14.68%
Business service 13.54%
Consumer goods 7.80%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft3.92%
CACI CACI International Inc3.47%
ALEX Alexander & Baldwin Inc3.35%
CELG Celgene3.16%
USB U.S. Bancorp3.05%
EOG EOG Resources Inc2.97%
MU Micron Technology Inc2.87%
VRNT Verint Systems Inc2.82%
XYL Xylem Inc2.70%
TOT Total2.56%