Meritage Growth Equity Fund Institutional Shares (MPGIX) Research
This fund aims for long-term capital appreciation. It typically allocates at least 80% of its net assets (including any borrowed funds utilized for investment) to equity securities. The portfolio primarily consists of publicly traded common stocks of U.S.-based companies. Up to 35% of its total assets may be invested in non-U.S. companies, including those in developing economies, through their common stock (or similar instruments) or American Depositary Receipts (ADRs), as long as these securities are traded in the U.S. ADRs are certificates issued by U.S. banks that represent ownership interests in shares of foreign companies held by those banks.
Market snapshot
- Symbol
- MPGIX
- Price
- $11.18
- Day change
- 0.00%
- Market cap
- $34.0M
- 52-week range
- 11.18-19.07
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AC Alternatives Market Neutral Value Fund - Investor Class (ACVVX)
- Diamond Hill Research Opportunities Fund Class A (DHROX)
- Diamond Hill Research Opportunities Fund Class C (DROCX)
- Diamond Hill Research Opportunities Fund Class Y (DROYX)
- MFS Special Value Trust (MFV)
- Meritage Growth Equity Fund Investor Shares (MPGEX)
- Manning & Napier Target 2050 Series Class I (MTYIX)
- State Street Defensive Emerging Markets Equity Fund Class N (SSEMX)
Open Meritage Growth Equity Fund Institutional Shares (MPGIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.