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Fund Report - Standard
For Meritas Mutual Funds
Funds 1 to 28 from 28 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of March 23, 2017 As of February 28, 2017

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Price $

1 day
$ Chg

30 day %

3 mo %

6 mo %

1 yr %

3 yr %

Incep  (mm/yy)

Charts
/Info
Meritas Balanced Portfolio Sr A 15.329 0.021 0.36 1.29 1.28 7.31 4.86
Chart   Price History        
Meritas Balanced Portfolio Sr F 16.442 0.023 0.45 1.56 1.82 8.42 5.85 4.67 (06/08) Chart   Price History        
Meritas Balanced Portfolio Sr T 9.926 0.014 0.36 1.27 1.24 7.23 4.94 5.42 (05/12) Chart   Price History        
Meritas Canadian Bond Sr A 11.322 0.004 0.45 0.08 -2.56 0.91 2.19 3.22 (03/01) Chart   Price History        
Meritas Canadian Bond Sr F 11.381 0.004 0.50 0.24 -2.26 1.52 2.69
Chart   Price History        
Meritas Growth & Income Port Sr A 15.301 0.024 0.43 1.78 2.67 9.55 6.16
Chart   Price History        
Meritas Growth & Income Port Sr F 14.585 0.023 0.52 2.04 2.98 10.45 7.12
Chart   Price History        
Meritas Growth & Income Port Sr T 10.747 0.017 0.44 1.80 2.49 9.37 6.20 7.03 (05/12) Chart   Price History        
Meritas Growth Portfolio Sr A 15.453 0.027 0.46 2.21 3.62 11.24 6.98
Chart   Price History        
Meritas Growth Portfolio Sr F 15.863 0.028 0.54 2.47 4.16 12.41 8.05
Chart   Price History        
Meritas Income & Growth Port Sr A 12.383 0.013 0.37 0.99 0.32 5.63 4.15
Chart   Price History        
Meritas Income & Growth Port Sr F 12.665 0.014 0.43 1.20 0.77 6.52 4.91
Chart   Price History        
Meritas Income & Growth Port Sr T 10.382 0.011 0.36 0.98 0.63 5.96 4.33 4.48 (05/12) Chart   Price History        
Meritas Income Portfolio Sr A 11.601 0.010 0.33 0.58 -0.85 3.46 2.83
Chart   Price History        
Meritas Income Portfolio Sr F 11.623 0.010 0.39 0.78 -0.44 4.29 3.59 3.59 (04/11) Chart   Price History        
Meritas Income Portfolio Sr T 9.568 0.008 0.32 0.56 -0.56 3.71 3.01 2.85 (05/12) Chart   Price History        
Meritas International Equity Sr A 10.137 0.005 1.72 5.15 3.78 10.03 6.50 1.42 (03/01) Chart   Price History        
Meritas International Equity Sr F 11.704 0.007 1.84 5.57 4.61 11.75 7.88
Chart   Price History        
Meritas Jantzi Social Index Sr A 19.818 0.142 -1.77 1.93 7.74 23.26 4.78 5.23 (03/01) Chart   Price History        
Meritas Jantzi Social Index Sr F 20.528 0.147 -1.68 2.21 8.33 24.59 5.84
Chart   Price History        
Meritas Maximum Growth Port Sr A 16.562 0.028 0.65 2.81 4.79 13.21 8.48
Chart   Price History        
Meritas Maximum Growth Port Sr F 17.142 0.030 0.74 3.09 5.37 14.47 9.59 9.93 (04/11) Chart   Price History        
Meritas Monthly Div and Inc Sr A 8.264 0.052 -0.92 -0.07 5.40 18.08 5.48 4.25 (02/06) Chart   Price History        
Meritas Monthly Div and Inc Sr F 9.350 0.059 -0.84 0.21 5.93 19.32 5.89 6.05 (02/08) Chart   Price History        
Meritas Strategic Income Sr A 10.019 0.015 -0.24 0.90 0.59 4.48 1.09 1.65 (03/01) Chart   Price History        
Meritas Strategic Income Sr F 10.053 0.015 -0.18 0.65 0.54 4.82 1.78 0.87 (03/09) Chart   Price History        
Meritas U.S. Equity Sr A 11.792 -0.022 1.26 3.96 5.68 12.42 12.70 1.02 (03/01) Chart   Price History        
Meritas U.S. Equity Sr F 12.890 -0.024 1.36 4.27 6.32 13.77 13.96
Chart   Price History        
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Click the Fund Name link to view a Fund Profile. Funds highlighted in yellow are offered by Globefund Partners.  To view a chart select . To view fund price history, click  . To order free mutual fund prospectuses for selected funds, click . To view detailed fund information provided by the fund company, click . To view video clips provided by the fund company, click .

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