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Meridian Contrarian Fund: (MF: MVALX)

(NASDAQ Mutual Funds) As of Jul 22, 2025 08:00 PM ET

$42.79 USD

+0.33 (0.78%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 7.58 21
3 months 16.12 25
6 months 7.58 21
1 Year 16.80 18
3 Year 11.70 77
5 Year 14.00 48
10 Year 10.27 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 127.01
Bear Market (10/07 - 2/09) -44.06
Bull Market (2/09 - 3/21) 675.33

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.80
5 Year 14.00
10 Year 10.27
Since Inception 12.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.35 16.12 NA NA
2024 6.25 -4.93 6.76 1.68
2023 5.57 4.17 -5.83 8.42
2022 -5.27 -16.50 -3.28 8.77
2021 13.86 5.77 -3.38 8.40
2020 -30.95 29.47 7.90 28.33

Annual Return

20252024202320222021202020192018201720162015
% Total Return 7.589.6612.28-16.7926.1323.8023.62-7.3224.8016.58-3.42
% Total Return Rel to Index 1.38-15.35-13.961.41-2.545.39-7.86-2.933.014.65-4.81
% Total Return Rel to Peer 2.44-9.73-10.712.904.083.88-4.80-0.464.138.76-1.82
% Perf Quintile vs Peer* 0.000.005.002.002.003.005.004.002.001.004.00
% Dividends 0.000.180.160.000.000.930.310.480.000.010.02
% Yield 0.000.440.460.000.002.060.781.210.000.020.05
Capital Gains ($) 0.001.451.823.926.501.122.497.394.410.185.34
Expense Ratio 0.001.171.151.121.111.131.121.121.131.131.11

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