Meridian Contrarian Fund A Class
MFCAX
NASDAQ
| Weiss Ratings | MFCAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MFCAX-NASDAQ | Click to Compare |
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| Provider | Meridian | |||
| Manager/Tenure (Years) | James England (23) | |||
| Website | http://www.meridianfund.com | |||
| Fund Information | MFCAX-NASDAQ | Click to Compare |
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| Fund Name | Meridian Contrarian Fund A Class | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 15, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFCAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.21% | |||
| Dividend | MFCAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.99% | |||
| Asset Allocation | MFCAX-NASDAQ | Click to Compare |
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| Cash | 8.82% | |||
| Stock | 91.18% | |||
| U.S. Stock | 81.24% | |||
| Non-U.S. Stock | 9.94% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MFCAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.96% | |||
| 30-Day Total Return | -1.69% | |||
| 60-Day Total Return | 5.30% | |||
| 90-Day Total Return | 11.66% | |||
| Year to Date Total Return | 8.65% | |||
| 1-Year Total Return | 13.15% | |||
| 2-Year Total Return | 24.51% | |||
| 3-Year Total Return | 24.62% | |||
| 5-Year Total Return | 78.01% | |||
| Price | MFCAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MFCAX-NASDAQ | Click to Compare |
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| Nav | $39.91 | |||
| 1-Month Low NAV | $39.29 | |||
| 1-Month High NAV | $41.45 | |||
| 52-Week Low NAV | $29.58 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $41.45 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | MFCAX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 19.31 | |||
| Balance Sheet | MFCAX-NASDAQ | Click to Compare |
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| Total Assets | 580.56M | |||
| Operating Ratios | MFCAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.45% | |||
| Turnover Ratio | 58.00% | |||
| Performance | MFCAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.50% | |||
| Last Bear Market Total Return | -16.57% | |||