MPYEX : Meritage Yield-Focus Equity Fund Investor Shares

Fund Summary

The investment seeks long-term growth of capital with an emphasis on high current income. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities. With respect to up to 15% of its total assets, the fund may use exchange-traded funds ("ETFs") to invest in particular sectors instead of investing directly in companies comprising those sectors.