Meridian Contrarian Fund Class C MFCCX Strategy

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Strategy

The investment seeks long-term growth of capital. The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MVALX
Meridian Contrarian Fund Legacy ClassNo LoadClosed $590.30M1.180%Above Average$1,000—
MFCIX
Meridian Contrarian Fund Investor ClassInstitutionalOpen $7.29M1.210%High$2,500—
MFCAX
Meridian Contrarian Fund A ClassFront LoadOpen $2.40M1.470%High$2,500—
MFCCX
Meridian Contrarian Fund Class CLevel LoadOpen $407,754.002.250%High$2,500—

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