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Meridian Contrarian Fund A Class (MFCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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48.73-0.09 (-0.18%)
At close: 8:05AM EDT

Meridian Contrarian Fund A Class

Meridian Fund Inc

60 E Sir Francis Drake Blvd,Suite 306

Larkspur CA 94939

Management Information
James England,Lead Manager since December 30, 2001
James England is a Portfolio Manager at ArrowMark Partners and Co-Portfolio Manager of Meridian Contrarian Fund. He has been Portfolio Manager of the Meridian Contrarian Fund since 2001. James previously worked as an equity derivatives trader at Toronto Dominion Securities, in the equity sales and trading group of Goldman, Sachs & Co. and as a Consumer and Retail Analyst at The Seidler Companies. James received his bachelor’s degree from McGill University and a master's degree in Business Administration from the Ivey School of Business at the University of Western Ontario. He holds the Chartered Financial Analyst designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyMeridian
Net Assets740.61M
YTD Return19.94%
Morningstar Rating★★★★
Inception DateNov. 14, 2013

Fund Operations

Last Dividend0.82
Last Cap Gain0.00
Holdings Turnover76.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFCAXCategory Average
Annual Report Expense Ratio (net)1.48%0.94%
Prospectus Net Expense Ratio1.48%N/A
Prospectus Gross Expense Ratio1.48%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection1,016N/A
5 Yr Expense Projection1,336N/A
10 Yr Expense Projection2,242N/A