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-4.63% 3 years+10.79%
3 months-2.22% 5 years+8.54%
1 year-8.32% Since inception+12.68%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+8.54%+6.04%
Expense ratio1.12%1.07%
Risk 5 year sharpe ratio0.700.50
Net assets$602.2M$2.2B
Average market cap$5.5B$8.4B
Average P/E18.718.9
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyMeridian
Fund manager & tenureJames England / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock79.68%
International stock9.53%
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
GPK Graphic Packaging Holding Co3.20%
NOMD Nomad Foods Ltd3.00%
VICI VICI Properties Inc2.67%
VRNT Verint Systems Inc2.60%
AIG AIG2.56%
-- 2.34%
NUAN Nuance Communications Inc2.33%
NEM Newmont Goldcorp Corp2.25%
SKX Skechers USA Inc2.24%
KW Kennedy-Wilson Holdings Inc2.23%