MFCAX Mutual Fund

MFCAX Mutual Fund (Meridian Contrarian Fund Class A) is managed by Meridian Funds with $2.4M in net assets. MFCAX expense ratio is 1.47%, holding 75 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2013-11-15.

MFCAX performance shows a YTD return of 12.00%. The 1-year return is 20.02% and the 5-year return is 7.18%. MFCAX dividend yield stands at 11.78%, paid annually.

MFCAX top holdings include Goldman Sachs Fin Gov 465 Institut (8.6%), Freddie Mac Pool Ra6973 2.00% 3/1/2052 (4.2%), Texas Capital Bancshares Inc (2.9%), Envista Holdings Corp Common Stock Usd (2.9%), First Citizens BancShares Inc (2.5%). Go to all MFCAX holdings, MFCAX sectors, or MFCAX dividends.

MFCAX can be compared against other funds. Use MFCAX overlap to find shared positions, or MFCAX vs another fund for a side-by-side view. MFCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.