Meridian Contrarian Fund Investor Class
MFCIX
NASDAQ
| Weiss Ratings | MFCIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MFCIX-NASDAQ | Click to Compare |
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| Provider | Meridian | |||
| Manager/Tenure (Years) | James England (23) | |||
| Website | http://www.meridianfund.com | |||
| Fund Information | MFCIX-NASDAQ | Click to Compare |
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| Fund Name | Meridian Contrarian Fund Investor 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 | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MFCIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.43% | |||
| Dividend | MFCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.10% | |||
| Asset Allocation | MFCIX-NASDAQ | Click to Compare |
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| Cash | 9.75% | |||
| Stock | 90.25% | |||
| U.S. Stock | 82.46% | |||
| Non-U.S. Stock | 7.79% | |||
| 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 | MFCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.91% | |||
| 30-Day Total Return | 6.06% | |||
| 60-Day Total Return | 13.87% | |||
| 90-Day Total Return | 5.77% | |||
| Year to Date Total Return | -0.26% | |||
| 1-Year Total Return | 7.06% | |||
| 2-Year Total Return | 14.68% | |||
| 3-Year Total Return | 15.49% | |||
| 5-Year Total Return | 73.91% | |||
| Price | MFCIX-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 | MFCIX-NASDAQ | Click to Compare |
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| Nav | $37.76 | |||
| 1-Month Low NAV | $34.97 | |||
| 1-Month High NAV | $38.13 | |||
| 52-Week Low NAV | $30.51 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.33 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | MFCIX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 20.53 | |||
| Balance Sheet | MFCIX-NASDAQ | Click to Compare |
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| Total Assets | 536.21M | |||
| Operating Ratios | MFCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.21% | |||
| Turnover Ratio | 58.00% | |||
| Performance | MFCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.70% | |||
| Last Bear Market Total Return | -16.51% | |||