Mutual Funds - Profile

Meridian Contrarian Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with identifying companies that may be out of favor that the fund may deem for temporary reasons.

The team believes that companies may be undervalued due to market decline, poor economic conditions, tax-loss selling or actual or anticipated unfavorable developments.

The team utilizing fundamental research narrows the investable universe to higher-quality companies offering the strongest potential for an earnings recovery.

The research team favors companies with the presence of near-term catalysts while limiting downside More

Price

  • Last Close
  • $39.22
    +0.55
  • 52 Week HL
  • $50.1 - $35.85
  • Net Assets
  • $741 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
TreeHouse Foods, 3.16
Acadia Healthcare 2.95
Welbilt, Inc. 2.86
Colony Capital, 2.85
American International 2.50
Company Holding
Newell Brands, 2.35
Amerco 2.34
VICI Properties, 2.29
First Horizon 2.23
Axis Capital 2.18
Total 25.71%

Manager

  • Name
  • James England
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
- YTD

  • 3 Year
  • 18.98%
  • 5 Year
  • 42.51%
  • Best
  • 23.63%
    2017
  • Worst
  • -8.77%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MFCCX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -4.3% 13.6% -31.1% 16% 2.1% 4.4% -0.2% - - - -
Q2 - 5.4% 29.2% -1.2% 7.7% 2% 0.8% -100% - - -
Q3 - 0.5% 7.6% -4.1% 4.9% 8.2% 9.7% -9.5% - - -
Q4 - -6.9% 22% 2.1% -19% 6.4% 4.6% 4.1% - - -

Returns +
M

J F M A M J J A S O N D
2022 -9.3% - - - - - - - - - - -
2021 1.6% 9.3% 2.3% 4.1% 1.7% -0.4% -1.6% 1% 1.1% 1% -0.3% -11%

Annual
Return

Index Comparison

Alpha

NAV