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    Meridian Contrarian Legacy (MVALX)

    32.89 Up 0.25(0.77%) May 27
    Prev Close:32.64
    YTD Return*:1.40%
    Net Assets*:554.39M
    Yield*:0.06%

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MVALX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CACI4.28N/A
    MSFT4.14N/A
    NVDA3.23N/A
    XYL3.18N/A
    EOG3.08N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:554.39M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.11%

    Performance & Risk

    YTD Return:1.40%
    5y Avg Return:8.62%
    Rank in Category (ytd):18
    % Rank in Category (ytd):2.45%
    Beta (3y):1.08
    Morningstar Risk Rating:2

    Fund Summary

    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, and lower rated or unrated corporate bonds commonly referred to as "junk bonds." View More
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