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 (24) | |||
| 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 | 0.23% | |||
| Dividend | MFCIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.57% | |||
| Asset Allocation | MFCIX-NASDAQ | Click to Compare |
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| Cash | 7.58% | |||
| Stock | 91.75% | |||
| U.S. Stock | 82.25% | |||
| Non-U.S. Stock | 9.50% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.67% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MFCIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.96% | |||
| 30-Day Total Return | -6.10% | |||
| 60-Day Total Return | -3.98% | |||
| 90-Day Total Return | -7.65% | |||
| Year to Date Total Return | 7.93% | |||
| 1-Year Total Return | 10.94% | |||
| 2-Year Total Return | 30.09% | |||
| 3-Year Total Return | 47.53% | |||
| 5-Year Total Return | 37.87% | |||
| 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 | $42.44 | |||
| 1-Month Low NAV | $42.32 | |||
| 1-Month High NAV | $45.20 | |||
| 52-Week Low NAV | $38.42 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $46.80 | |||
| 52-Week High Price (Date) | Jun 30, 2026 | |||
| Beta / Standard Deviation | MFCIX-NASDAQ | Click to Compare |
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| Beta | 1.21 | |||
| Standard Deviation | 18.13 | |||
| Balance Sheet | MFCIX-NASDAQ | Click to Compare |
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| Total Assets | 633.34M | |||
| Operating Ratios | MFCIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.21% | |||
| Turnover Ratio | 53.00% | |||
| Performance | MFCIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 39.87% | |||
| Last Bear Market Total Return | -16.51% | |||