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Meridian Contrarian Legacy MVALX

Medalist Rating as of | See Meridian Investment Hub
  • NAV / 1-Day Return 36.88  /  +1.24 %
  • Total Assets 582.0 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.44%
  • Turnover 54%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:19 PM GMT+0

Morningstar’s Analysis MVALX

Will MVALX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Meridian Contrarian Legacy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings MVALX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs FS Government Instl

5.64 33.9 Mil
Cash and Equivalents

First Citizens BancShares Inc Class A

2.95 17.7 Mil
Financial Services

VICI Properties Inc Ordinary Shares

2.79 16.8 Mil
Real Estate

Perrigo Co PLC

2.74 16.5 Mil
Healthcare

Molson Coors Beverage Co Shs -B- Non-Voting

2.74 16.5 Mil
Consumer Defensive

Cameco Corp

2.72 16.4 Mil
Energy

Alexander & Baldwin Inc

2.56 15.4 Mil
Real Estate

SMART Global Holdings Inc

2.55 15.3 Mil
Technology

Tenet Healthcare Corp

2.54 15.3 Mil
Healthcare

CACI International Inc Class A

2.53 15.2 Mil
Technology