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Meridian Contrarian Legacy (MVALX)

45.08 Down 0.10(0.22%) Aug 28
Prev Close:45.08
YTD Return*:-1.71%
Net Assets*:720.20M
Yield*:0.42%

* As of 31-Jul-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
VRNT2.668.94
AAPL2.4521.07
HE2.42-7.41
GIL.TO2.2710.76
NSC2.2210.79

Fund Basics

Morningstar Overall Rating:
Total Assets:720.2M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:-1.71%
5y Avg Return:14.85%
Rank in Category (ytd):78
% Rank in Category (ytd):10.18%
Beta (3y):1.12
Morningstar Risk Rating:2

Fund Summary

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
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