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 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 Fin Gov 465 Institut (8.6%), Stit Govt And Agency Inst 4.51152 2024-12-02 (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 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.