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Meridian Contrarian Fund - Investor Class Shares: (MF: MFCIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:57 PM ET

$40.34 USD

+0.23 (0.57%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 9.10 9
3 months 9.83 8
6 months 14.15 8
1 Year 29.62 2
3 Year 14.29 65
5 Year 8.22 71
10 Year 13.77 40

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.23
5 Year 8.63
10 Year 11.98
Since Inception 10.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.39 15.71 6.77 2.45
2024 6.25 -5.04 6.82 1.73
2023 5.58 4.17 -6.15 8.77
2022 -5.28 -16.51 -3.28 8.72
2021 13.83 5.75 -3.37 8.37

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.1017.239.6512.28-16.8626.0723.7123.53-7.4624.5016.40
% Total Return Rel to Index 3.50-0.99-15.37-13.961.34-2.615.31-7.95-3.062.704.46
% Total Return Rel to Peer 3.434.51-9.74-10.712.834.013.80-4.89-0.593.828.58
% Perf Quintile vs Peer* 1.002.000.005.002.002.003.005.004.002.001.00
% Dividends 0.000.110.160.150.000.000.910.280.420.000.18
% Yield 0.000.230.400.250.000.002.020.701.050.000.46
Capital Gains ($) 0.004.971.451.823.926.501.122.497.394.410.00
Expense Ratio 0.001.201.201.191.181.191.191.181.181.231.24

* 1 = Top 20%, 5 = Bottom 20%