Breaking News
Get 50% Off 0
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
Close

Meridian Contrarian Fund Legacy Class (MVALX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
38.74 +0.27    +0.70%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 562.75M
Type:  Fund
Market:  United States
Issuer:  Meridian
Asset Class:  Equity
Meridian Contrarian Legacy 38.74 +0.27 +0.70%

MVALX Overview

 
Find basic information about the Meridian Contrarian Fund Legacy Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MVALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change6.24%
Prev. Close38.47
Risk Rating
TTM Yield0.37%
ROE4.84%
IssuerMeridian
Turnover58%
ROA - 0.47%
Inception Date34375
Total Assets562.75M
Expenses1.17%
Min. Investment1,000
Market Cap4.87B
CategorySmall Blend
What is your sentiment on Meridian Contrarian Legacy?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1173 1102 1263 1149 1772 2780
Fund Return 17.25% 10.21% 26.31% 4.75% 12.12% 10.76%
Place in category 486 107 557 466 152 32
% in Category 81 19 91 82 29 9

Top Equity Funds by Meridian

  Name Rating Total Assets YTD% 3Y% 10Y%
  Meridian Growth Legacy 720.65M 13.12 -2.95 8.30
  Meridian Small Cap Growth Instituti 288.76M 16.46 -0.71 -
  Meridian Small Cap Growth Investor 110.17M 16.25 -0.90 8.82
  Meridian Growth Fund Investor Class 18.34M 13.08 -3.01 8.22
  Meridian Contrarian Fund Investor C 13.2M 17.22 4.71 10.65

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 61.56B 23.28 7.50 10.06
  Fidelity Small Cap Index Instl Pre 29.53B 21.69 5.11 9.20
  Vanguard Small Cap Index I 24.71B 23.28 7.51 10.07
  DFA US Small Cap I 16.62B 20.81 8.80 9.91
  Vanguard Small Cap Index InstlPlus 13.1B 23.30 7.52 10.09

Top Holdings

Name ISIN Weight % Last Change %
  CACI US1271903049 4.06 404.88 -0.03%
  First Citizens BancShares US31946M1036 3.63 2,152.98 +1.18%
  Brookfield Renewable CA11284V1058 3.56 28.66 +0.63%
  VICI Properties US9256521090 3.26 29.24 +0.90%
  Axis Capital BMG0692U1099 3.03 89.98 +0.13%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Neutral
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Sell Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

MVALX Comments

Write your thoughts about Meridian Contrarian Fund Legacy Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email