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Meridian Contrarian Fund (MVALX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."

Looking to diversify beyond MVALX? The mutual funds below have the lowest correlation with MVALX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from MVALX.

Best Diversifiers for MVALX

0 mutual funds have low correlation with MVALX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Blue Chip Growth Fund (FBGRX) (Large Cap Growth Equities) with a 1Y correlation of 0.64, roughly unchanged from 0.73 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
FBGRX
Fidelity Blue Chip Growth Fund0.640.610.73
75
Large Cap Growth EquitiesMVALX vs FBGRX
QCGDX
Quantified Common Ground Fund0.690.710.75
61
Mid Cap Blend EquitiesMVALX vs QCGDX
GENIX
Gotham Enhanced Return Fund0.740.700.77
83
Mid Cap Blend EquitiesMVALX vs GENIX
VVIAX
Vanguard Value Index Fund Admiral Shares0.740.710.78
81
Large Cap Value EquitiesMVALX vs VVIAX
TARKX
Tarkio Fund0.760.760.83
68
Mid Cap Blend EquitiesMVALX vs TARKX
See all 20 diversifiers for MVALX

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