Nasdaq - Delayed Quote USD

Meritage Growth Equity Fund Institutional Shares (MPGIX)

11.18 0.00 (0.00%)
At close: August 27 at 8:00 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
1,000
Min Initial Investment, AIP
1,000
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
10
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • Scottrade TF
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Commonwealth (NTF)
  • Commonwealth (PPS/Advisory)

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities. It principally invests in exchange-traded common stocks of domestic companies. Up to 35% of the fund's total assets may be invested in the common stock (or its equivalent) of and American Depositary Receipts ("ADRs") relating to foreign companies (including those located in emerging markets) that trade in the U.S. ADRs are issued by U.S. banks (depositories) and represent ownership interests in securities of foreign companies that are deposited with those banks.

Fund Overview

Category Large Growth
Fund Family Meritage Portfolio Management
Net Assets 34.03M
YTD Return 4.79%
Yield 0.00%
Morningstar Rating
Inception Date Dec 23, 2013

Performance & Risk

YTD Return 9.01%
5y Average Return 12.18%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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