Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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
Below Average
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 an 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-1.41% 3 years+11.33%
3 months-9.80% 5 years+11.55%
1 year+1.37% Since inception+12.70%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+11.55%+16.81%
Expense ratio1.13%1.31%
Risk 5 year sharpe ratio1.041.03
Net assets$616.7M$1.3B
Average market cap$7.0B$9.3B
Average P/E23.124.2
Portfolio turnover76%76%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMeridian
Fund manager & tenureJames England / 13 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock86.89%
International stock5.40%
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
LKQ LKQ Corp2.51%
PFE Pfizer2.48%
BOH Bank of Hawaii Corp2.43%
HOLX Hologic Inc2.35%
-- 2.31%
MSFT Microsoft2.25%
CACI CACI International Inc2.17%
VRNT Verint Systems Inc2.09%
ALEX Alexander & Baldwin Inc1.94%

Partner Offers