Meridian Trarian Fund Quote
| MFCCX Fund | USD 38.14 0.11 0.29% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Meridian Contrarian is trading at 38.14 as of the 1st of December 2024; that is 0.29 percent increase since the beginning of the trading day. The fund's open price was 38.03. Meridian Contrarian has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Meridian Trarian Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65 percent of its total assets in common stocks and equity-related securities . More on Meridian Trarian Fund
Moving together with Meridian Mutual Fund
Meridian Mutual Fund Highlights
| Fund Concentration | Meridian Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Meridian (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | June |
Meridian Trarian Fund [MFCCX] is traded in USA and was established 1st of December 2024. Meridian Contrarian is listed under Meridian category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Meridian family. This fund now has accumulated 616.5 M in assets with no minimum investment requirementsMeridian Contrarian is currently producing year-to-date (YTD) return of 14.7%, while the total return for the last 3 years was 1.94%.
Check Meridian Contrarian Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Meridian Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Meridian Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Meridian Trarian Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Meridian Trarian Fund Mutual Fund Constituents
| XYL | Xylem Inc | Stock | Industrials | |
| BOH | Bank of Hawaii | Stock | Financials | |
| NWL | Newell Brands | Stock | Consumer Discretionary | |
| CACI | CACI International | Stock | Information Technology | |
| CSL | Carlisle Companies Incorporated | Stock | Industrials | |
| ACHC | Acadia Healthcare | Stock | Health Care | |
| SGH | Smart Global Holdings | Stock | Information Technology | |
| KW | Kennedy Wilson Holdings | Stock | Real Estate |
Meridian Contrarian Risk Profiles
| Mean Deviation | 0.7269 | |||
| Semi Deviation | 0.723 | |||
| Standard Deviation | 0.997 | |||
| Variance | 0.9939 |
Meridian Contrarian Against Markets
Other Information on Investing in Meridian Mutual Fund
Meridian Contrarian financial ratios help investors to determine whether Meridian Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Meridian with respect to the benefits of owning Meridian Contrarian security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |