| 37.87 Net Asset Value | +1.04% 1 Day | +15.25% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.14% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -1.19% | 3 years | +15.22% | |
| 3 months | +3.79% | 5 years | +5.61% | |
| 1 year | +26.20% | Since inception | +13.14% |
| MVALX | Category | |
|---|---|---|
| Performance 5-yr return | +5.61% | +6.62% |
| Expense ratio | 1.14% | 1.37% |
| Risk 5 year sharpe ratio | 0.35 | 0.32 |
| Net assets | $719.4M | $1.1B |
| Average market cap | $4.3B | $7.1B |
| Average P/E | 22.9 | 19.0 |
| Portfolio turnover | 20% | 20% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Meridian |
| Fund manager & tenure | James England / 11 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Consumer service | 19.95% |
| Industrial materials | 15.72% |
| Financial service | 14.68% |
| Business service | 13.54% |
| Consumer goods | 7.80% |
| BR Broadridge Financial Solutions | 3.15% |
| LKQ LKQ Corporation | 2.77% |
| HE Hawaiian Electric Industries Inc | 2.70% |
| FLS Flowserve Corporation | 2.50% |
| HURN Huron Consulting Group, Inc. | 2.34% |
| FLO Flowers Foods, Inc. | 2.29% |
| HAE Haemonetics Corporation | 2.27% |
| SCS Steelcase, Inc. | 2.16% |
| VRNT Verint Systems, Inc. | 2.15% |
| AJG Arthur J. Gallagher & Co. | 2.13% |
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