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Meridian Contrarian Legacy MVALX

Quantitative rating as of
  • NAV / 1-Day Return 36.80  /  0.05 %
  • Total Assets 620.9 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 57%

Morningstar’s Analysis MVALX

Will MVALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Meridian Contrarian Legacy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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