MFCCX

Active

Meridian Contrarian Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.19%
Annual Cost per $10K
$219.00
30-Year Fee Drag per $10K
$35,189
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+18.52%

Asset Allocation

US Equity
70%
Intl Equity
15%
US Bond
6%
Cash
9%

Fee Comparison

MFCCX
2.19%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

107% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+37.44%3Y
Compare to

Fee Impact Calculator

$
%
MFCCX at 2.19%$204,669
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$175,944
Cost vs index fund−$172,756

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

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MFCCXMeridian Contrarian Fund2.19%
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AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
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GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
BGSAXBlackRock Technology Opportunities Fund1.92%
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VVOAXInvesco Value Opportunities Fund1.27%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
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AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
FCAGXFidelity Small Cap Growth Fund0.92%
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PNSAXPutnam Small Cap Growth Fund1.17%
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FKALXFederated Hermes Kaufmann Small Cap Fund1.36%
FDVLXFidelity Value Fund0.68%
HFCSXHennessy Focus Fund1.49%
ADOZXAlger Dynamic Opportunities Fund1.75%
MVALXMeridian Contrarian Fund1.12%
ARANXHorizon Active Risk Assist Fund1.32%
MIGFXMFS Massachusetts Investors Growth Stock Fund0.71%
RYTRXRoyce Small-Cap Total Return Fund1.21%
MITBXMassachusetts Investors Trust1.45%
FDGFXFidelity Dividend Growth Fund1.16%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
IBBiShares Biotechnology ETF0.44%
SVAAXFederated Hermes Strategic Value Dividend Fund1.06%
ISTNXMacquarie Science and Technology Fund1.42%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
LCBOXClearBridge Dividend Strategy Fund0.72%
FHZTXFidelity Large Cap Stock Fund1.02%
NLSAXNeuberger Berman Long Short Fund1.68%
PHLQXPGIM Jennison Health Sciences Fund0.77%
FEQIXFidelity Equity-Income Fund0.53%
HMEAXNexpoint Merger Arbitrage Fund2.25%
FBIOXSelect Biotechnology Portfolio0.63%
APDMXArtisan Mid Cap Fund1.05%
ETFAXNORTH SQUARE TACTICAL GROWTH FUND1.44%
MERFXThe Merger Fund1.56%
ERBAXEaton Vance Equity Strategy Fund1.12%
RYPRXRoyce Premier Fund1.19%
FSCRXFidelity Small Cap Discovery Fund0.91%
FETKXFidelity Equity Dividend Income Fund0.46%
CPCLXCalamos Phineus Long/Short Fund2.44%
CHCCXAB DISCOVERY GROWTH FUND, INC.0.92%
APDTXArtisan Focus Fund1.15%
VEGAAdvisorShares STAR Global Buy-Write ETF1.71%
PENNXRoyce Small-Cap Fund0.93%
BGRFXBARON GROWTH FUND1.34%
FCDAXFidelity Stock Selector Small Cap Fund0.85%
GABAXThe Gabelli Asset Fund1.33%
NEAIXNeedham Aggressive Growth Fund1.20%
HQIAXTHE HARTFORD EQUITY INCOME FUND0.97%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
FACDXFidelity Advisor Health Care Fund0.68%
LIACXColumbia Acorn Fund1.82%
HRSIXHood River Small-Cap Growth Fund1.07%
AXBAXColumbia Capital Allocation Aggressive Portfolio1.03%
GMWZXMyDestination 2025 Fund0.75%
ISPDXVOYA SOLUTION 2045 PORTFOLIO1.16%
GGHCXInvesco Health Care Fund1.30%
AADAXInvesco Select Risk: Growth Investor Fund1.71%
NMAVXNuance Mid Cap Value Fund0.81%
FELAXFidelity Advisor Semiconductors Fund0.69%
AASCXTHRIVENT MID CAP STOCK FUND0.96%
FRVLXFranklin Small Cap Value Fund0.97%
FVSKXFidelity Advisor Value Strategies Fund0.72%
ACLCXValue Fund1.45%
ARZMXAMG River Road Small Cap Value Fund1.02%
GADGXGoldman Sachs Enhanced Dividend Global Equity Portfolio1.18%
FTCHXInvesco Technology Fund1.76%
PGTIXT. Rowe Price Global Technology Fund, Inc.0.78%
PSGFXSAM Strategic Growth Portfolio1.07%
FSIUXInvesco Dividend Income Fund1.69%
MXXIXMarsico Midcap Growth Focus Fund1.46%
FVDFXFidelity Value Discovery Fund0.77%
AALRXAmerican Beacon Large Cap Value Fund0.62%
SCGVXSands Capital Global Growth Fund1.21%
FGSHXFidelity Growth Strategies Fund1.73%
AAOTXAmerican Funds 2065 Target Date Retirement Fund0.73%
CCCAXCenter Coast Brookfield Midstream Focus Fund1.46%
FEIQXFranklin Equity Income Fund0.50%

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