MFCIX Mutual Fund

MFCIX Mutual Fund (Meridian Contrarian Fund Investor Class) is managed by Meridian Funds with $7.1M in net assets. MFCIX expense ratio is 1.21%, holding 75 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2013-11-15.

MFCIX performance shows a YTD return of 12.00%. The 1-year return is 20.07% and the 5-year return is 7.41%. MFCIX dividend yield stands at 11.55%, paid annually.

MFCIX top holdings include Goldman Sachs Fin Gov 465 Institut (8.6%), Buckeye Partners Lp 4.125% 12/1/2027 (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 MFCIX holdings, MFCIX sectors, or MFCIX dividends.

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