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 17.31%. The 1-year return is 29.81% and the 5-year return is 7.36%. MVALX dividend yield stands at 10.76%, 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 Corporation (2.9%), First Citizens BancShares Inc (2.5%). View all MVALX holdings, sector breakdown, or dividend history.
MVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.