MVALX Mutual Fund

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 75 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1994-02-10.

MVALX performance shows a YTD return of 12.03%. The 1-year return is 20.12% and the 5-year return is 7.45%. MVALX dividend yield stands at 11.43%, paid annually.

MVALX top holdings include Goldman Sachs Financial Square Government Fund (8.6%), Stit Govt And Agency Inst 4.51152 2024-12-02 (4.2%), Texas Capital Bancshares Inc (2.9%), Envista Holdings Corp (2.9%), First Citizens Bancshares Inc/ Common Stock USD1.0 (2.5%). 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.