Meridian Contrarian Legacy (MVALX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.16%|
Performance & Risk
|5y Avg Return:||20.57%|
|Rank in Category (ytd):||58|
|% Rank in Category (ytd):||7.65%|
|Morningstar Risk Rating:||2|
The investment seeks long-term growth of capital.
Under normal circumstances, 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. It intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). The fund 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." View More