Meridian Contrarian Fund A (MFCAX)
38.31
-0.37
(-0.96%)
USD |
Mar 13 2026
MFCAX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.95% |
| Stock | 93.78% |
| Bond | 2.30% |
| Convertible | 0.00% |
| Preferred | 1.01% |
| Other | -0.04% |
Market Capitalization
As of December 31, 2025
| Large | 4.90% |
| Mid | 14.37% |
| Small | 80.73% |
Region Exposure
| Americas | 92.16% |
|---|---|
|
North America
|
88.25% |
| Canada | 9.14% |
| United States | 79.11% |
|
Latin America
|
3.91% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.80% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.72% |
| France | 1.92% |
| Ireland | 0.80% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.08% |
| Israel | 1.08% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 4.04% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.19% |
| Materials |
|
7.75% |
| Consumer Discretionary |
|
8.82% |
| Financials |
|
12.83% |
| Real Estate |
|
2.79% |
| Sensitive |
|
43.68% |
| Communication Services |
|
0.00% |
| Energy |
|
6.02% |
| Industrials |
|
19.13% |
| Information Technology |
|
18.54% |
| Defensive |
|
17.73% |
| Consumer Staples |
|
2.75% |
| Health Care |
|
9.47% |
| Utilities |
|
5.52% |
| Not Classified |
|
6.39% |
| Non Classified Equity |
|
1.14% |
| Not Classified - Non Equity |
|
5.25% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |