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-2.74% 3 years+10.03%
3 months+1.89% 5 years+13.11%
1 year+23.50% Since inception+13.15%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.11%+13.73%
Expense ratio1.15%1.21%
Risk 5 year sharpe ratio1.101.06
Net assets$653.2M$1.6B
Average market cap$8.4B$12.0B
Average P/E24.026.3
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyMeridian
Fund manager & tenureJames England / 16 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock86.33%
International stock9.19%
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
NKTR Nektar Therapeutics4.02%
MSFT Microsoft3.60%
EOG EOG Resources Inc3.20%
XYL Xylem Inc2.74%
VRNT Verint Systems Inc2.73%
NOMD Nomad Foods Ltd2.71%
LGFB Lions Gate Entertainment Corp2.65%
GPK Graphic Packaging Holding Co2.62%
CFG Citizens Financial Group Inc2.60%
UMPQ Umpqua Holdings Corp2.57%