Meritage Growth Equity Fund Investor Shares (MPGEX) Research
This fund typically commits at least 80% of the value of its net assets—supplemented by any borrowed capital for investment purposes—to equity instruments. Its primary investment focus is on common stocks of American companies that trade on exchanges. Up to 35% of the fund's total holdings may also be allocated to common stock, or equivalent interests, in non-U.S. companies (including those from developing markets) that are traded in the United States. This portion can also include American Depositary Receipts (ADRs) related to such international firms. ADRs are essentially certificates issued by U.S. depository banks, signifying ownership interests in foreign company securities held by those banks.
Market snapshot
- Symbol
- MPGEX
- Price
- $10.91
- Day change
- 0.00%
- Market cap
- $30.0M
- 52-week range
- 10.91-18.78
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Eaton Vance Tax-Managed Small-Cap Value Fund - Class A (ESVAX)
- Eaton Vance Tax-Managed Small-Cap Value Fd Cl I (ESVIX)
- MFS Special Value Trust (MFV)
- Meritage Growth Equity Fund Institutional Shares (MPGIX)
- Manning & Napier Target 2045 Series Class I (MTUIX)
- PGIM International Bond Fund Class A (PXBAX)
- PGIM International Bond Fund Class Z (PXBZX)
- State Street Institutional Premier Growth Equity Fund Investment Class (SSPGX)
Open Meritage Growth Equity Fund Investor Shares (MPGEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.