MFCCX

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.