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Meridian Contrarian Fund Legacy Class (MVALX)

US Funds

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39.07 +0.39 +1.01%

26/09 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 556.3M

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

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MVALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Meridian Contrarian Legacy (MVALX) fund. Our Meridian Contrarian Legacy portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	6.70	7.26	0.56
Shares	92.93	92.93	0.00
Preferred	0.38	0.38	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	8.61	17.39
Price to Book	1.50	2.41
Price to Sales	1.29	1.54
Price to Cash Flow	9.94	10.64
Dividend Yield	1.51	1.52
5 Years Earnings Growth	12.81	11.68

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	17.20	13.46
Technology	16.71	15.48
Industrials	15.73	19.52
Healthcare	10.60	9.99
Financial Services	10.45	15.55
Utilities	7.47	3.87
Energy	7.31	5.36
Real Estate	6.28	7.24
Basic Materials	4.02	5.35
Consumer Defensive	3.15	4.41
Communication Services	1.08	3.03

Region Allocation

Equities

North America
Asia

Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
First Citizens BancShares	US31946M1036	3.70	1,876.68	+2.13%
CACI	US1271903049	3.56	498.32	+1.00%
Brookfield Renewable	CA11284V1058	3.18	32.13	+0.82%
VICI Properties	US9256521090	3.14	32.89	-0.45%
Tenet Healthcare	US88033G4073	3.04	164.94	-1.65%
Axis Capital	BMG0692U1099	2.90	79.35	+0.54%
Smart Global	KYG8232Y1017	2.78	21.15	+6.39%
Cameco	CA13321L1085	2.61	48.06	+0.99%
California Resources	US13057Q3056	2.61	49.76	-3.10%
Perrigo	IE00BGH1M568	2.55	25.63	+0.31%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	740.86M	7.04	-4.98	8.17
Meridian Small Cap Growth Instituti	299.3M	8.88	-4.95	-
Meridian Small Cap Growth Investor	111.21M	8.83	-5.09	8.73
Meridian Growth Fund Investor Class	19.16M	6.99	-5.04	8.09
Meridian Small Cap Growth Fund Lega	14.07M	8.73	-5.06	8.80

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Contrari.	39.07	+0.39	+1.01%