Meridian Contrarian Fund Class C (MFCCX)

Fund Assets	595.69M
Expense Ratio	2.277%
Min. Investment	$2,500
Turnover	53.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 19, 2025

Previous Close	35.75
YTD Return	4.58%
1-Year Return	4.37%
5-Year Return	30.70%
52-Week Low	33.85
52-Week High	41.13
Beta (5Y)	1.33
Holdings	79
Inception Date	Jul 1, 2015

About MFCCX

Meridian Contrarian Fund Class C is an actively managed mutual fund focused on long-term capital appreciation by investing primarily in out-of-favor small and mid-sized companies. Guided by a contrarian investment philosophy, the fund targets firms that the managers believe are undervalued based on their intrinsic worth or future earnings potential, often seeking those with visible catalysts for sustainable improvement. The portfolio typically holds a diversified mix of around 65–70 equity securities, with sector exposure spanning technology, healthcare, real estate, consumer, and financial services. While at least 65% of assets are allocated to equities, the fund maintains flexibility to invest up to 35% in fixed income instruments, including high-yield bonds. The strategy emphasizes downside risk management and relies on deep fundamental research to identify investment opportunities. Benchmarked against the Russell 2500 Index, Meridian Contrarian Fund Class C plays a role in offering investors potential growth through exposure to undervalued segments of the small- and mid-cap market, albeit with a higher expense ratio compared to peers and a focus on contrarian opportunities overlooked by the broader market.

• Fund Family: Meridian
• Category: Small Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: MFCCX
• Share Class: Class C
• Index: Russell 2500 TR

Performance

MFCCX had a total return of 4.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.89%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MVALX	Legacy Class	1.18%
MFCIX	Investor Class	1.21%
MFCAX	Class A	1.47%

Top 10 Holdings

28.19% of assets

Name	Symbol	Weight
Goldman Sachs FS Government Instl	FGTXX	7.61%
Texas Capital Bancshares, Inc.	TCBI	2.59%
Envista Holdings Corporation	NVST	2.57%
Regal Rexnord Corporation	RRX	2.44%
First Citizens BancShares, Inc.	FCNCA	2.42%
Invesco Shrt-Trm Inv Gov&Agcy Instl	AGPXX	2.37%
VSE Corporation	VSEC	2.10%
PDF Solutions, Inc.	PDFS	2.07%
BlackBerry Limited	BB	2.05%
Dollar Tree, Inc.	DLTR	1.96%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2025	$4.97387	Dec 19, 2025
Dec 20, 2024	$1.44561	Dec 20, 2024
Dec 21, 2023	$1.82117	Dec 21, 2023
Dec 21, 2022	$3.92164	Dec 21, 2022
Dec 21, 2021	$6.4937	Dec 21, 2021
Dec 18, 2020	$1.90599	Dec 18, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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