Meridian Contrarian Legacy 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.
Meridian Contrarian Fund Legacy Class MVALX
- NAV / 1-Day Return 45.18 / +0.74 %
- Total Assets 596.7M
-
Adj. Expense Ratio
1.180%
- Expense Ratio 1.170%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Closed
- TTM Yield 0.27%
- Turnover 45%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 2:06 AM GMT+0
Morningstar’s Analysis MVALX
Will MVALX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MVALX 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 MVALX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Goldman Sachs FS Government Instl | 8.62 | 51M | Cash and Equivalents |
Texas Capital Bancshares Inc | 2.90 | 17M | Financial Services |
Envista Holdings Corp Ordinary Shares | 2.85 | 17M | Healthcare |
First Citizens BancShares Inc Class A | 2.52 | 15M | Financial Services |
Regal Rexnord Corp | 2.46 | 15M | Industrials |
California Resources Corp Ordinary Shares - New | 2.45 | 14M | Energy |
CACI International Inc Class A | 2.31 | 14M | Technology |
Sun Communities Inc | 2.08 | 12M | Real Estate |
Constellium SE Class A | 2.07 | 12M | Basic Materials |
Evergy Inc | 2.05 | 12M | Utilities |
United States