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Meridian Contrarian Fund: (MF: MVALX)

(NASDAQ Mutual Funds) As of Feb 12, 2026 06:01 PM ET

$42.44 USD

-0.73 (-1.69%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.96 8
3 months 3.48 37
6 months 12.54 16
1 Year 19.64 6
3 Year 11.85 69
5 Year 9.37 68
10 Year 13.51 43

* 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) 787.35

Load Adjusted Returns as of Jan 31, 2026

1 Year 17.31
5 Year 8.67
10 Year 12.08
Since Inception 12.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.35 16.12 6.39 2.48
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9617.319.6612.28-16.7926.1323.8023.62-7.3224.8016.58
% Total Return Rel to Index 0.00-0.90-15.35-13.961.41-2.545.39-7.86-2.933.014.65
% Total Return Rel to Peer 0.004.60-9.73-10.712.904.083.88-4.80-0.464.138.76
% Perf Quintile vs Peer* 0.000.000.005.002.002.003.005.004.002.001.00
% Dividends 0.000.130.180.160.000.000.930.310.480.000.01
% Yield NA0.280.440.310.000.002.060.781.210.000.02
Capital Gains ($) 0.004.971.451.823.926.501.122.497.394.410.18
Expense Ratio 0.001.171.171.151.121.111.131.121.121.131.13

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