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Meridian Contrarian Legacy (MVALX)
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35.96 - YTD Return 6.25%
- Expense Ratio 1.15%
- Category Mid-Cap Blend
- Last Cap Gain 23.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 612.68M
- Beta (5Y Monthly) 0.99
- Yield 0.41%
- 5y Average Return --
- Holdings Turnover 54.00%
- Last Dividend 0.17
- Inception Date Feb 10, 1994
The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (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."
Meridian
Fund Family
Mid-Cap Blend
Fund Category
612.68M
Net Assets
1994-02-10
Inception Date
Performance Overview: MVALX
Trailing returns as of 4/25/2024. Category is Mid-Cap Blend.
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Holdings: MVALX
Top 10 Holdings (29.76% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMVALX
Technology 20.05%
Consumer Cyclical 15.87%
Industrials 13.13%
Healthcare 10.93%
Consumer Defensive 8.75%
Financial Services 8.38%
Real Estate 8.26%
Energy 7.12%
Utilities 4.37%
Basic Materials 1.83%
Communication Services 1.32%
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