MFCAX - Meridian Contrarian Fund A Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Meridian Contrarian Fund A Class

Meridian Fund Inc

60 E Sir Francis Drake Blvd,Suite 306

Larkspur CA 94939

800-446-6662
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
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Fund Overview

CategoryMid-Cap Blend
Fund FamilyMeridian
Net Assets487.47M
YTD Return-10.69%
Yield0.17%
Morningstar Rating★★★★
Inception DateNov. 14, 2013

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover57.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFCAXCategory Average
Annual Report Expense Ratio (net)1.48%1.05%
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%5.33%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection1,016N/A
5 Yr Expense Projection1,336N/A
10 Yr Expense Projection2,242N/A