MVALX
Meridian Contrarian Fund Legacy Class
1W: -1.5%
1M: -4.4%
3M: -9.7%
YTD: +4.9%
1Y: -3.7%
3Y: +33.1%
5Y: +21.0%
$42.82
+0.36 (+0.85%)
Weekly Expected Move ±1.7%
$41
$42
$42
$43
$44
Similar ETFs
20 peers by holdings overlap (75 holdings)
MSGGX
Meridian Small Cap Growth Fund
10.8%
Shared10 holdings
Total88
AUM$324M
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ABASX
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Shared8 holdings
Total93
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NESGX
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PFSLX
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8.6%
Shared3 holdings
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CRMEX
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Shared5 holdings
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JAVTX
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7.8%
Shared9 holdings
Total119
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DHMAX
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7.7%
Shared6 holdings
Total60
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JATTX
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7.4%
Shared6 holdings
Total107
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WSMNX
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Shared6 holdings
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BUFOX
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Shared6 holdings
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LZCOX
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6.7%
Shared4 holdings
Total70
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HRTVX
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6.6%
Shared5 holdings
Total105
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DEVLX
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6.5%
Shared7 holdings
Total105
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XMLC.DE
L&G Clean Water UCITS ETF
6.0%
Shared4 holdings
Total—
AUM$579M
Price$18.22
GLUG.L
L&G Clean Water UCITS ETF
6.0%
Shared4 holdings
Total—
AUM$694M
Price$20.51
GLGG.L
L&G Clean Water UCITS ETF
6.0%
Shared4 holdings
Total—
AUM$458M
Price$1550.80
MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A
6.0%
Shared7 holdings
Total104
AUM$1.3B
Price$31.68
ARTSX
Artisan Small Cap Fund Inv Shs
6.0%
Shared4 holdings
Total53
AUM$949M
Price$39.32
FRVLX
Franklin Small Cap Value Fund, Class A
5.8%
Shared4 holdings
Total84
AUM$4.0B
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AVFIX
American Beacon Small Cap Value Fund Class R5
5.8%
Shared14 holdings
Total444
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MVALX | $556M | 70 | 30.4% | 24.3 | 2.3 | 1.9 | 4.7% | 3.8% | 0.84% | +13.1% | +23.0% | 47.2 | 5.7 |
| MSGGX | $324M | 88 | 25.2% | 44.7 | 0.7 | 3.6 | 0.9% | 2.8% | 0.33% | +30.7% | +31.6% | 51.9 | 5.5 |
| ABASX | $2.4B | 93 | 16.6% | 20.2 | 2.5 | 1.2 | 12.2% | 5.6% | 1.58% | +7.7% | +32.9% | 53.8 | 6.5 |
| NESGX | $182M | 70 | 43.2% | 61.5 | 5.2 | 3.5 | 5.2% | 3.3% | 0.46% | +16.4% | +35.6% | 46.1 | 5.4 |
| PFSLX | $197M | 44 | 64.2% | 66.1 | 12.3 | 6.6 | 19.0% | 9.3% | 0.36% | +26.2% | +79.8% | 59.6 | 6.5 |
| CRMEX | $20M | 45 | 31.3% | 30.8 | 4.8 | 5.7 | 14.0% | 16.1% | 1.10% | +14.3% | +30.1% | 49.0 | 5.9 |
| JAVTX | $3.3B | 119 | 18.3% | 42.2 | 5.1 | 3.2 | -6.4% | -3.7% | 0.34% | +33.0% | +19.2% | 54.2 | 5.3 |
| DHMAX | $822M | 60 | 29.8% | 21.1 | 1.4 | 1.0 | 4.2% | 3.1% | 1.36% | +9.5% | +25.4% | 45.7 | 6.1 |
| JATTX | $5.7B | 107 | 21.1% | 35.3 | 4.7 | 2.5 | 2.0% | 1.0% | 0.51% | +30.2% | +25.9% | 56.3 | 5.8 |
| WSMNX | $1.3B | 82 | 20.5% | 30.0 | 4.1 | 3.3 | 12.5% | 9.8% | 0.63% | +20.9% | +26.5% | 56.9 | 5.9 |
| BUFOX | $72M | 72 | 22.4% | 40.8 | 3.4 | 2.4 | 6.8% | 4.5% | 0.55% | +24.6% | +27.4% | 53.8 | 5.7 |