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Meridian Contrarian Fund Legacy Class (MVALX)

US Funds

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35.00 -0.56 -1.57%

13/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Meridian

Asset Class: Equity

Morningstar Rating:
Total Assets: 503.75M

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MVALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Meridian Contrarian Legacy (MVALX) fund. Our Meridian Contrarian Legacy portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	8.22	8.22	0.00
Stocks	91.78	91.78	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.80	15.65
Price to Book	1.77	1.92
Price to Sales	1.43	1.30
Price to Cash Flow	6.43	8.74
Dividend Yield	1.10	1.48
5 Years Earnings Growth	12.94	11.86

Sector Allocation

Name	Net %	Category Average
Industrials	20.39	19.42
Technology	16.02	14.58
Consumer Cyclical	15.60	12.23
Financial Services	13.35	17.61
Healthcare	10.51	11.78
Energy	7.57	5.02
Utilities	4.65	2.94
Real Estate	4.32	6.67
Consumer Defensive	4.17	4.45
Basic Materials	3.42	4.93

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 71

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
First Citizens BancShares	US31946M1036	3.97	1,807.49	+3.96%
Axis Capital	BMG0692U1099	3.14	93.83	+2.43%
Cameco	CA13321L1085	3.11	42.47	+1.58%
Honest Company	US4383331067	3.09	5.090	+5.17%
Mirion Technologies	US60471A1016	2.72	14.46	+2.55%
Penguin Solutions	KYG8232Y1017	2.68	17.55	+5.34%
Brookfield Renewable	CA11285B1085	2.23	28.22	-0.35%
Perrigo	IE00BGH1M568	2.22	27.26	+1.56%
LPL Financial	US50212V1008	2.18	321.99	+4.25%
BWX Tech	US05605H1005	2.07	98.27	+1.24%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	629.23M	-0.69	-1.83	7.19
Meridian Small Cap Growth Instituti	250.4M	-3.16	1.54	7.73
Meridian Small Cap Growth Investor	76.23M	3.76	3.04	8.91
Meridian Growth Fund Investor Class	15.87M	4.12	-0.42	8.30
Meridian Small Cap Growth Fund Lega	11.31M	3.72	3.06	8.97

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