Meritage Portfolio Management    


Fund information

Value Equity Fund Factsheet Prospectus
Growth Equity Fund Factsheet SAI
Yield Focus Equity Fund Factsheet Semi-Annual Report
pdf Yield Focus Form 8937 Annual Report

Applications & Forms

Meritage Coverdell IRA Application

Meritage General Application

Meritage Roth IRA Application

Meritage Simple IRA Application

Meritage Traditional-SEP IRA Application

Roth IRA Disclosure

SIMPLE IRA Disclosure

Traditional IRA Disclosure

Cost Basis Election Form

Gift Transfer Form

Patriot Act Supplement

Transfer on Death Registration Form

Trust Certification Form


Meritage IRA Change of Beneficiary Form

Meritage IRA Distribution Form

Meritage IRA Transfer Form

Meritage Regular Account Transfer Form

Meritage Systematic Purchase/Withdrawal Form

Meritage IRA Direct Rollover Request Form

Meritage Coverdell Change of Designation Form

Meritage Coverdell Distribution Request Form

Meritage Coverdell Transfer Request Form














(855) 261-0104
Value Equity Fund
Growth Equity Fund
Yield-Focus Equity Fund

7500 College Blvd., Suite 1212, Overland Park KS 66210, Tel 913-345-7000. © Meritage Funds. All rights reserved.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Meritage Mutual Funds. This and other important information about the Funds is contained in the Prospectus, which can be obtained by calling Shareholder Services at (855) 261-0104. The Prospectus should be read carefully before investing.

Distributed by Ultimus Fund Distributors, LLC. (Member, FINRA)