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Nasdaq - Delayed Quote USD

Meridian Contrarian Legacy (MVALX)

35.53
-0.68
(-1.88%)
At close: March 28 at 8:03:47 PM EDT
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  • Previous Close 36.21
  • YTD Return -1.30%
  • Expense Ratio 1.18%
  • Category Small Blend
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 552.68M
  • Beta (5Y Monthly) 1.09
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.19
  • Inception Date Feb 10, 1994

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."

Meridian

Fund Family

Small Blend

Fund Category

552.68M

Net Assets

1994-02-10

Inception Date

More about Meridian Contrarian Legacy

Performance Overview: MVALX

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Trailing returns as of 3/27/2025. Category is Small Blend.

YTD Return

MVALX
1.30%
Category
20.19%
 

1-Year Return

MVALX
6.99%
Category
60.18%
 

3-Year Return

MVALX
2.35%
Category
11.32%
 

5-Year Return

MVALX
11.95%
Category
13.88%
 

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Holdings: MVALX

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Sector Weightings

SectorMVALX
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%
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Recent News: MVALX

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Research Reports: MVALX

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Top Mutual Funds

RYGBX Rydex Government Long Bd 1.2x Strat Inv
105.88
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GLIFX Lazard Global Listed Infrastructure Portfolio
16.52
+0.73%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
16.53
+0.73%
 
CNFRX Columbia Bond Inst2
29.60
+0.65%
 
CBFYX Columbia Bond Inst3
29.74
+0.64%
 
UMMDX Columbia Bond Fund - S
29.67
+0.61%
 
UMMGX Columbia Bond Fund
29.67
+0.61%
 
HGASX Hennessy Gas Utility Institutional
28.50
+0.60%
 
PRUQX PGIM Jennison Utility R6
15.12
+0.60%
 
PRUZX PGIM Jennison Utility Z
15.15
+0.60%
 
FIKIX Fidelity Advisor Utilities Z
45.57
+0.57%
 
FUGAX Fidelity Advisor Utilities A
44.36
+0.57%
 
FSUTX Fidelity Select Utilities
122.79
+0.57%
 
FAUFX Fidelity Advisor Utilities Fund
44.51
+0.56%
 
PTIAX Performance Trust Total Return Bd Inst
19.75
+0.56%
 
FUGCX Fidelity Advisor Utilities C
43.10
+0.56%
 
VCOBX Vanguard Core Bond Fund
18.04
+0.56%
 
GIUSX Guggenheim Core Bond Fund Institutional
16.31
+0.55%
 
SIUSX Guggenheim Core Bond Fund A
16.33
+0.55%
 
FUGIX Fidelity Advisor Utilities I
45.58
+0.55%
 
CLDRX Calvert Core Bond Income R6
15.77
+0.51%
 
CLDIX Calvert Core Bond I
15.78
+0.51%
 
GIBLX Guggenheim Total Return Bond P
23.77
+0.51%
 
GIBAX Guggenheim Total Return Bond A
23.79
+0.51%
 
GIBIX Guggenheim Total Return Bond Instl
23.81
+0.51%
 
GIBRX Guggenheim Total Return Bond R6
23.82
+0.51%
 
SIUPX Guggenheim Core Bond Fund P
16.34
+0.49%
 
MGBIX AMG GW&K ESG Bond I
21.70
+0.46%
 
CLDAX Calvert Core Bond A
15.75
+0.45%
 
CPIEX Counterpoint Tactical Equity I
22.95
+0.44%
 
CPCEX Counterpoint Tactical Equity C
20.95
+0.43%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
19.17
+0.42%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
19.18
+0.42%
 
CMNYX Columbia Minnesota Tax-Exempt Inst3
19.21
+0.42%
 
CCXYX Columbia Strategic California Municipal Income Fund
26.64
+0.41%
 
PTIMX Performance Trust Municipal Bond Instl
22.28
+0.41%
 
CPAEX Counterpoint Tactical Equity A
22.44
+0.40%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.52
+0.39%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
25.58
+0.39%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
25.59
+0.39%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
26.49
+0.38%
 
VGCAX Vanguard Global Credit Bond Admiral
19.22
+0.37%
 
FIUIX Fidelity Telecom and Utilities
34.45
+0.29%
 
UIEMX Victory Emerging Markets Fund
20.88
-1.83%
 
CPHUX Columbia Strategic Income Inst3
21.27
+0.28%
 
LSIZX Columbia Strategic Income Inst
21.35
+0.28%
 
CTIVX Columbia Strategic Income Inst2
21.37
+0.28%
 
INIIX VanEck International Investors Gold I
19.75
+0.25%
 
GMODX GMO Opportunistic Income Fund
24.46
+0.25%
 
AIFRX abrdn Global Infrastructure Instl
23.77
+0.21%
 
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
24.98
+0.20%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.00
+0.20%
 
CSJIX Cohen & Steers Realty Shares I
67.30
+0.19%
 
CSJAX Cohen & Steers Realty Shares A
67.31
+0.19%
 
CSJZX Cohen & Steers Realty Shares Z
67.48
+0.19%
 
CDSIX Calvert Short Duration Income Fund
15.82
+0.19%
 
CDSRX Calvert Short Duration Income R6
15.82
+0.19%
 
CSRIX Cohen & Steers Instl Realty Shares
49.05
+0.18%
 
CSJCX Cohen & Steers Realty Shares C
66.93
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CSRSX Cohen & Steers Realty Shares L
67.32
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CSJRX Cohen & Steers Realty Shares R
67.45
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FGPMX Franklin Gold and Precious Metals R6
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VEGBX Vanguard Emerging Markets Bond Admiral
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CSDAX Calvert Short Duration Income A
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GIKRX Guggenheim Limited Duration R6
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GILHX Guggenheim Limited Duration Instl
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GILPX Guggenheim Limited Duration P
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VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
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VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
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VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
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PHRIX Virtus Duff & Phelps Real Estate Secs I
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NFRFX Nuveen Floating Rate Income R6
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FEGIX First Eagle Gold I
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CFRZX Columbia Floating Rate Inst
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SEIRX SEI Real Estate I (SIMT)
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PJEZX PGIM US Real Estate Z
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PJEQX PGIM US Real Estate R6
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PJEAX PGIM US Real Estate A
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GIOSX Guggenheim Macro Opportunities R6
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GIOPX Guggenheim Macro Opportunities P
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