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Meridian Contrarian Fund Legacy Class (MVALX)

US Funds

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37.99 +0.05 +0.13%

20/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 523.85M

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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	9.75	10.23	0.48
Shares	90.25	90.25	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.08	15.29
Price to Book	1.79	1.87
Price to Sales	1.34	1.25
Price to Cash Flow	10.25	8.42
Dividend Yield	1.10	1.53
5 Years Earnings Growth	9.91	11.82

Sector Allocation

Name	Net %	Category Average
Industrials	18.73	19.18
Technology	16.47	14.36
Financial Services	15.22	17.87
Healthcare	13.67	12.01
Consumer Cyclical	10.45	12.07
Energy	6.56	4.98
Utilities	6.38	3.06
Consumer Defensive	4.56	4.52
Real Estate	4.05	6.75
Basic Materials	3.92	4.88

Region Allocation

Equities

North America
Asia

Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Axis Capital	BMG0692U1099	3.80	100.99	-1.79%
First Citizens BancShares	US31946M1036	3.44	1,841.77	-3.98%
Cameco	CA13321L1085	2.80	52.16	-0.46%
Perrigo	IE00BGH1M568	2.80	26.91	-1.86%
Evergy	US30034W1062	2.68	66.31	-1.73%
VICI Properties	US9256521090	2.60	31.36	-1.75%
Brookfield Renewable	CA11285B1085	2.53	29.23	-2.01%
Penguin Solutions	KYG8232Y1017	2.52	18.10	-3.98%
Honest Company	US4383331067	2.48	4.960	-7.81%
Crown	US2283681060	2.34	98.37	-0.68%

Top Equity Funds by Meridian

Name	Total Assets	YTD%	3Y%	10Y%
Meridian Growth Legacy	626.36M	-11.12	-2.17	6.11
Meridian Small Cap Growth Instituti	256.4M	-12.20	-2.39	6.47
Meridian Small Cap Growth Investor	74.53M	3.76	3.04	8.91
Meridian Growth Fund Investor Class	14.47M	4.12	-0.42	8.30
Meridian Small Cap Growth Fund Lega	10.99M	3.72	3.06	8.97

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