MVALX Mutual Fund
MVALX Mutual Fund
MVALX Mutual Fund
Meridian Contrarian Fund Legacy Class
MVALX Mutual Fund Overview
MVALX Mutual Fund (Meridian Contrarian Fund Legacy Class) is managed by Meridian Funds with $592.0M in net assets. MVALX expense ratio is 1.18%, holding 83 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1994-02-10.
MVALX performance shows a YTD return of 12.31%. The 1-year return is 17.53% and the 5-year return is 7.28%. MVALX dividend yield stands at 11.41%, paid annually.
MVALX top holdings include Goldman Sachs Financial Square Government Fund (7.6%), Texas Capital Bancshares Inc (2.6%), Envista Holdings Corp Common Stock Usd (2.6%), Regal Rexnord Corp (2.4%), First Citizens BancShares Inc (2.4%). Go to all MVALX holdings, MVALX sectors, or MVALX dividends.
MVALX can be compared against other funds. Use MVALX overlap to find shared positions, or MVALX vs another fund for a side-by-side view. MVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.