Meridian Contrarian Fund Legacy Class (MVALX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above 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 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+3.23% 3 years+12.89%
3 months+11.12% 5 years+10.77%
1 year+15.87% Since inception+12.68%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+10.77%+7.15%
Expense ratio1.12%1.06%
Risk 5 year sharpe ratio0.650.50
Net assets$593.9M$2.2B
Average market cap$4.9B$8.8B
Average P/E17.222.1
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyMeridian
Fund manager & tenureJames England / 18 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock84.73%
International stock7.43%
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
VICI VICI Properties Inc3.16%
NUAN Nuance Communications Inc2.93%
THS TreeHouse Foods Inc2.91%
-- 2.88%
KW Kennedy-Wilson Holdings Inc2.88%
SEIC SEI Investments Co2.61%
ABM ABM Industries Inc2.46%
AIG AIG2.45%
CSL Carlisle Companies Inc2.42%
TERP TerraForm Power Inc2.38%