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This is a list of Meritage Portfolio Management Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Meritage Portfolio Management Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Meritage Portfolio Management Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Meritage Portfolio Management Funds.
This page includes relevant dividend information on Meritage Portfolio Management Funds.
The table below illustrates valuable information regarding the primary fund manager for Meritage Portfolio Management Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Meritage Portfolio Management Funds.
This list includes asset allocation proportions of the underlying holdings for Meritage Portfolio Management Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Meritage Growth Equity Fund Institutional Shares||Inst (MPGIX)||U.S. Large-Cap Growth Equity||$34.65||32.11%||23.28%||1.49%||6.02|
|Meritage Growth Equity Fund Investor Shares||Inv (MPGEX)||U.S. Large-Cap Growth Equity||$34.65||31.72%||24.52%||1.75%||6.02|
|Meritage Yield-Focus Equity Fund Institutional Shares||Inst (MPYIX)||North America Equity||$29.42||9.31%||63.08%||1.56%||6.02|
|Meritage Yield-Focus Equity Fund Investor Shares||Inv (MPYEX)||North America Equity||$29.42||9.41%||62.62%||1.82%||6.02|
|Meritage Value Equity Fund Institutional Shares||Inst (MVEBX)||U.S. Large-Cap Value Equity||$18.59||7.85%||83.83%||1.72%||6.02|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Meritage Portfolio Management is a company that sells mutual funds with $147M in assets under management. The average expense ratio from all mutual funds is 1.66%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2013. The average manager tenure for all managers at Meritage Portfolio Management is 6.02 years. The company offers investors 5 mutual funds, in terms of the number of individual fund symbols.
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