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.
- NAV / 1-Day Return 37.51 / 1.13 %
- Total Assets 631.6 Mil
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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.