Nasdaq - Delayed Quote • USD
Meridian Contrarian A (MFCAX)
At close: 8:00 PM EDT
Fund Summary
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."
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.72% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -1.60% |
| 5y Average Return | 8.16% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MFCAX | Category Average | MFCAX | Category Average | MFCAX | Category Average | |
| Alpha | -7.68 | -0.06 | -5.27 | -0.05 | -3.91 | -0.04 |
| BETA | 0.99 | 0.01 | 1.14 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.39 | 0.01 | 1.03 | 0.01 | 0.93 | 0.01 |
| R-squared | 83.4 | 0.88 | 82 | 0.85 | 81.43 | 0.84 |
| Standard Deviation | 19 | 0.23 | 23.04 | 0.19 | 19.1 | 0.17 |
| Sharpe Ratio | 0.09 | 0.01 | 0.44 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | -0.05 | 0.11 | 7.03 | 0.11 | 7.22 | 0.1 |
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