Meridian Contrarian is trading at 42.40 as of the 19th of July 2025; that is 1.29 percent up since the beginning of the trading day. The fund's open price was 41.86. Meridian Contrarian has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 30th of July 2023 and ending today, the 19th of July 2025. Click here to learn more.
The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65 percent of its total assets in common stocks and equity-related securities . More on Meridian Trarian Fund
Meridian Trarian Fund [MVALX] is traded in USA and was established 19th of July 2025. Meridian Contrarian is listed under Meridian category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Meridian family. This fund now has accumulated 616.5 M in assets with minimum initial investment of 1 K. Meridian Contrarian is currently producing year-to-date (YTD) return of 9.15% with the current yeild of 0.0%, while the total return for the last 3 years was 11.38%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Meridian Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Meridian Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Meridian Trarian Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Meridian Trarian Fund Mutual Fund Constituents
Other Information on Investing in Meridian Mutual Fund
Meridian Contrarian financial ratios help investors to determine whether Meridian Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Meridian with respect to the benefits of owning Meridian Contrarian security.