Meridian Contrarian Fund Legacy Class
MVALX
NASDAQ
| Weiss Ratings | MVALX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MVALX-NASDAQ | Click to Compare |
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| Provider | Meridian | |||
| Manager/Tenure (Years) | James England (23) | |||
| Website | http://www.meridianfund.com | |||
| Fund Information | MVALX-NASDAQ | Click to Compare |
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| Fund Name | Meridian Contrarian Fund Legacy Class | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 10, 1994 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | MVALX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.47% | |||
| Dividend | MVALX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.10% | |||
| Asset Allocation | MVALX-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 | MVALX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.30% | |||
| 30-Day Total Return | 7.11% | |||
| 60-Day Total Return | 22.09% | |||
| 90-Day Total Return | 9.23% | |||
| Year to Date Total Return | 3.31% | |||
| 1-Year Total Return | 12.75% | |||
| 2-Year Total Return | 17.14% | |||
| 3-Year Total Return | 33.09% | |||
| 5-Year Total Return | 81.46% | |||
| Price | MVALX-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 | MVALX-NASDAQ | Click to Compare |
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| Nav | $39.62 | |||
| 1-Month Low NAV | $36.99 | |||
| 1-Month High NAV | $40.18 | |||
| 52-Week Low NAV | $30.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.88 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | MVALX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 20.54 | |||
| Balance Sheet | MVALX-NASDAQ | Click to Compare |
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| Total Assets | 536.21M | |||
| Operating Ratios | MVALX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.18% | |||
| Turnover Ratio | 58.00% | |||
| Performance | MVALX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.71% | |||
| Last Bear Market Total Return | -16.50% | |||