Nasdaq - Delayed Quote USD
Meridian Contrarian C (MFCCX)
29.57
-0.07
(-0.24%)
At close: 8:01:35 PM EDT
Top 10 Holdings (33.33% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMFCCX
Industrials 20.39%
Technology 16.02%
Consumer Cyclical 15.60%
Financial Services 13.35%
Healthcare 10.51%
Energy 7.57%
Utilities 4.65%
Real Estate 4.32%
Consumer Defensive 4.17%
Basic Materials 3.42%
Communication Services 0.00%
Overall Portfolio Composition (%)
| Cash | 8.22% |
| Stocks | 91.78% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | MFCCX | Category Average |
|---|---|---|
| Price/Earnings | 0.06 | 20.63 |
| Price/Book | 0.5 | 2.87 |
| Price/Sales | 0.66 | 1.34 |
| Price/Cashflow | 0.09 | 11.81 |
| Median Market Cap | 4,259.22 | 4,925.88 |
| 3 Year Earnings Growth | 0 | 10.55 |
Bond Holdings
| Average | MFCCX | Category Average |
|---|---|---|
| Maturity | -- | 1.97 |
| Duration | -- | 1.64 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -13.33% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Meridian |
| Net Assets | 509.53M |
| YTD Return | -7.87% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 01, 2015 |
Fund Summary
The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."
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