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News
| Investment Update |
Q3 2018 |
Strong economic and corporate fundamentals fell into place in the third quarter, triggering an impressive rally in stock prices. Annualized GDP growth exceeded 4% and corporate earnings (abetted by tax reform) grew over 20% for a second consecutive quarter. Markets also took a more measured view of the trade concerns, in spite of an escalation in tariffs. By quarter's end, most major stock indices had registered new all-time highs.
Read more >
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| Kiplinger's |
4.15.2015 |
Meritage Portfolio Management and its funds are profiled in a recent article, "6 Dividend Stocks to Buy Now".
Read the interview >
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| Fox Business |
12.18.2014 |
In the “Stock Alert” segment with Liz Claman, Mark Eveans discusses his investment strategies and opportunities in the international markets.
Watch the interview >
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| MoneyShow.com |
11.21.2014 |
Mark Eveans offers five ideas that fall in line with his value-oriented, dividend-paying strategy. Read or listen in to his interview with Steven Helpern.
Listen to the interview >
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| CNN Money |
8.7.2014 |
Mark Eveans quoted in article "How to stay safe in a scary market" on http://buzz.money.cnn.com
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| CNBC |
8.6.2014 |
Mark Eveans interviewed by co-anchors Brian Sullivan & Amanda Drury on the Street Signs segment on http://www.cnbc.com
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| MarketMedia |
7.31.2014 |
Meritage Portfolio Management is featured in an article " Yield Search Boosts Dividend Appeal" on http://marketsmedia.com
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| Market Media |
7.29.2014 |
Meritage Portfolio Management is featured in an article "Putting Value Into Value Investing" on http://marketsmedia.com
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| Barron's |
7.8.2014 |
Q&A profile with Mark Eveans provides insight on several portfolio picks for the Meritage Yield-Focus Equity Fund.
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| Fox Business TV |
7.16.2014 |
In the "After the Bell" segment with Liz Claman and David Asman, Mark Eveans shares Meritage's investment strategy as risk managers and discusses his thoughts on current stock picks Listen to the Interview >
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| MutualFund Wire |
4.10.2014 |
Meritage Portfolio Management is featured in an article "Meritage Forges Funds, and Alliances" on http://www.mfwire.com
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| Press Release |
3.26.2014 |
Meritage Portfolio Management announces the launch of three new mutual funds. Read the Press Release >
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Bloomberg
Radio |
3.21.2014 |
Mark Eveans is interviewed in the Taking Stock segment with Pimm Fox and Carol Massar. He discusses current market conditions, Meritage’s investment process and shares his thoughts on current stock picks.
Listen to the Interview >
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| WSJ MarketWatch |
3.12.2014 |
Mark Eveans is interviewed in the Stock Talk segment with Larry Koski. He shares his thought on the economy and shares his thoughts outlook for the remainder of the year. Listen to the Interview > |
Click here for the Meritage Value Equity Fund performance to the most recent quarter- and month-end.
Click here for the Meritage Growth Equity Fund performance to the most recent quarter- and month-end.
Click here for the Meritage Yield-Focus Equity Fund performance to the most recent quarter- and month-end.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. For most recent month-end performance figures, visit www.meritageportfoliofunds.com or call Shareholder Services at 855-261-0104.
Fund performance information shown includes the reinvestment of dividend and capital gain distributions, but does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund Shares.
There are no guarantees that dividend paying stocks will continue to pay dividends. Dividend paying stocks may not experience the same capital appreciation potential as non-dividend paying stocks. In addition, such a strategy does not ensure profit or guarantee against loss.
Click here for Meritage Value Equity Fund (MPVEX) current top 10 holdings.
Click here for Meritage Growth Equity Fund (MPGEX) current top 10 holdings.
Click here for Meritage Yield-Focus Equity Fund (MPYEX) current top 10 holdings.
Investments in real estate investment trust (“REITs”) and real-estate related securities involve special risks associated with an investment in real estate, such as limited liquidity and interest rate risks, and may be more volatile than other securities. In addition, the value of REITs and other real estate-related investments is sensitive to changes in real estate values, extended vacancies of properties and other environmental and economic factors.
Funds that invest in MLPs may have additional expense, as some MLPs pay incentive distribution fees to their general partners.
BDCs have significant market, credit, and liquidity risks and risk over-leveraging illiquid portfolios with low-cost financing. Leveraged loans are relatively illiquid and difficult to value. Higher yields of these products may be attributed to the inclusion of the return of capital on these underlying investments.
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.
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