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.
- NAV / 1-Day Return 36.80 / 0.05 %
- Total Assets 620.9 Mil
Adj. Expense Ratio
- 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.