MVALX : Meridian Contrarian Fund Legacy Class

MVALX is a US Stocks Market Mid-Cap Blend with HIGH fees.

MVALX

Meridian Contrarian Fund Legacy Class

FI Score

40 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

40% FI Score
  • mvalx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Meridian Contrarian Fund Legacy Class

Expenses: 1.12% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

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

Largest Holdings

Amount Holding
4.45% Treehouse Foods Inc
3.68% VICI Properties Inc Ordinary Shares
3.27% Newmont Corp
3.20% TerraForm Power Inc Class A
3.04% CACI International Inc Class A
2.99% SEI Investments Co
2.89% Advanced Micro Devices Inc
2.77% Perrigo Co PLC
2.61% Nuance Communications Inc
2.58% Kennedy-Wilson Holdings Inc
2.52% Verint Systems Inc
2.45% Advanced Drainage Systems Inc
2.33% Matson Inc
2.32% Switch Inc Class A
2.22% Assurant Inc
2.09% Citizens Financial Group Inc
2.00% Carlisle Companies Inc
1.99% Avangrid Inc
1.90% Nomad Foods Ltd
1.84% Stericycle Inc
1.82% State Street Corporation
1.69% FireEye Inc
1.67% Physicians Realty Trust
1.66% American International Group Inc
1.59% Signature Bank

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