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Meridian Contrarian Fund Legacy Class (MVALX)

US Funds

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38.74 +0.27 +0.70%

24/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 562.75M

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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	4.90	4.90	0.00
Stocks	95.09	95.09	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.52	15.38
Price to Book	1.65	1.92
Price to Sales	1.37	1.27
Price to Cash Flow	9.78	8.60
Dividend Yield	1.27	1.48
5 Years Earnings Growth	11.40	12.01

Sector Allocation

Name	Net %	Category Average
Industrials	18.10	19.19
Consumer Cyclical	17.14	12.28
Technology	16.23	14.30
Financial Services	11.75	17.24
Healthcare	11.18	12.10
Energy	7.05	5.03
Utilities	6.42	2.99
Real Estate	6.33	6.94
Basic Materials	3.21	5.14
Consumer Defensive	2.59	4.32

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 70

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CACI	US1271903049	4.06	404.88	-0.03%
First Citizens BancShares	US31946M1036	3.63	2,152.98	+1.18%
Brookfield Renewable	CA11284V1058	3.56	28.66	+0.63%
VICI Properties	US9256521090	3.26	29.24	+0.90%
Axis Capital	BMG0692U1099	3.03	89.98	+0.13%
Cameco	CA13321L1085	2.92	52.62	-0.98%
Tenet Healthcare	US88033G4073	2.84	129.71	+0.05%
Perrigo	IE00BGH1M568	2.65	25.64	-0.08%
BWX Tech	US05605H1005	2.52	112.87	+0.88%
Evergy	US30034W1062	2.52	61.75	+0.70%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	720.65M	13.12	-2.95	8.30
Meridian Small Cap Growth Instituti	288.76M	16.46	-0.71	-
Meridian Small Cap Growth Investor	110.17M	16.25	-0.90	8.82
Meridian Growth Fund Investor Class	18.34M	13.08	-3.01	8.22
Meridian Contrarian Fund Investor C	13.2M	17.22	4.71	10.65

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meridian Contrari.	38.74	+0.27	+0.70%