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Meridian Contrarian Legacy MVALX

Quantitative rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 37.51  /  1.13 %
  • Total Assets 631.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 57%

Morningstar’s Analysis MVALX

Will MVALX outperform in future?

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



Increased confidence in Meridian Contrarian Legacy's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Quantitative Rating to Silver from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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