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Nasdaq - Delayed Quote USD

Meridian Contrarian C (MFCCX)

29.57
-0.07
(-0.24%)
At close: 8:01:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.33%
5y Average Return 11.52%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 14, 2025) 24.83%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 24.83%
Worst 3Y Total Return -0.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFCCX
Category
YTD
-7.87%
20.19%
1-Month
-6.47%
0.02%
3-Month
-7.87%
4.36%
1-Year
-5.69%
60.18%
3-Year
-1.07%
11.32%
5-Year
15.23%
13.88%
10-Year
7.35%
11.19%
Last Bull Market
17.97%
27.98%
Last Bear Market
-16.70%
-24.08%

Annual Total Return (%) History

Year
MFCCX
Category
2025
--
--
2024
8.50%
--
2023
11.12%
--
2022
-17.66%
--
2021
24.83%
--
2020
22.54%
10.99%
2019
22.35%
23.75%
2018
-8.23%
-12.72%

2017
23.58%
12.28%
2016
15.42%
20.78%
2015
--
-5.38%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.87% -- -- --
2024 6.00% -5.31% 6.55% 1.46%
2023 5.29% 3.92% -6.38% 8.48%
2022 -5.53% -16.70% -3.55% 8.49%
2021 13.58% 5.48% -3.63% 8.13%
2020 -31.12% 29.15% 7.63% 27.98%
2019 16.04% -0.35% -3.34% 9.46%
2018 2.13% 4.99% 5.53% -18.90%
2017 4.40% 1.99% 8.15% 7.32%
2016 -0.16% 0.79% 9.72% 4.54%

2015 4.32% -- -- --

Rank in Category (By Total Return)

YTD 43
1-Month 62
3-Month 43
1-Year 75
3-Year 91
5-Year 48

Load Adjusted Returns

1-Year -6.59%
3-Year -1.07%
5-Year 15.23%
10-Year 7.35%

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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