Morningstar

Meridian Contrarian Fund Investor Class MFCIX

Morningstar Medalist Rating
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Medalist Rating as of See Meridian Investment Hub
  • NAV / 1-Day Return $42.20  /  +2.03 %
  • Fund Size $595.7M
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.230%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.24%
  • Turnover Ratio 53%
NAV and 1-Day Return as of

Morningstar’s Analysis MFCIX

Will MFCIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MFCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MFCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Meridian Contrarian Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MFCIX

More MFCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

7.60 52M
Cash and Equivalents

Texas Capital Bancshares Inc

2.59 18M
Financial Services

Envista Holdings Corp Ordinary Shares

2.57 17M
Healthcare

Regal Rexnord Corp

2.44 17M
Industrials

First Citizens BancShares Inc Class A

2.41 16M
Financial Services

VSE Corp

2.10 14M
Industrials

PDF Solutions Inc

2.07 14M
Technology

BlackBerry Ltd

2.05 14M
Technology

Dollar Tree Inc

1.96 13M
Consumer Defensive

Adeia Inc

1.94 13M
Technology

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