MPGIX : Meritage Growth Equity Fund Institutional Shares

MPGIX is a US Stocks Market Large Growth with MODERATE fees.

MPGIX

Meritage Growth Equity Fund Institutional Shares

FI Score

26 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

26% FI Score
  • mpgix
  • Mutual Fund
  • US Stocks
  • Large Growth

Meritage Growth Equity Fund Institutional Shares

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

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.

Largest Holdings

Amount Holding
8.50% Microsoft Corp
7.79% Apple Inc
6.76% Amazon.com Inc
5.68% Alphabet Inc A
3.72% Zebra Technologies Corp
3.16% Micron Technology Inc
2.90% Fiserv Inc
2.62% Generac Holdings Inc
2.49% Fortinet Inc
2.42% Keysight Technologies Inc
2.42% Bio-Rad Laboratories Inc
2.41% AMETEK Inc
2.39% Danaher Corp
2.38% Facebook Inc A
2.35% Adobe Inc
2.23% Mastercard Inc A
2.09% The Home Depot Inc
1.95% S&P Global Inc
1.89% Biogen Inc
1.80% Invesco S&P SmallCap Health Care ETF
1.71% Johnson & Johnson
1.63% Illumina Inc
1.58% Repligen Corp
1.47% Novanta Inc
1.37% The Hershey Co

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