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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 April 28, 2017 As of March 31, 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 15.681 0.030 1.65 2.17 2.28 6.12 5.10
Chart   Price History        
Meritas Balanced Portfolio Sr F 16.837 0.034 1.75 2.44 2.83 7.24 6.10 4.76 (06/08) Chart   Price History        
Meritas Balanced Portfolio Sr T 10.053 0.019 1.64 2.15 2.25 6.05 5.19 5.55 (05/12) Chart   Price History        
Meritas Canadian Bond Sr A 11.467 0.022 1.39 1.26 -2.18 0.68 2.45 3.23 (03/01) Chart   Price History        
Meritas Canadian Bond Sr F 11.516 0.023 1.45 1.42 -1.88 1.30 3.13
Chart   Price History        
Meritas Growth & Income Port Sr A 15.702 0.030 1.86 2.62 3.62 8.10 6.41
Chart   Price History        
Meritas Growth & Income Port Sr F 14.984 0.030 1.96 2.89 4.17 9.00 7.38
Chart   Price History        
Meritas Growth & Income Port Sr T 10.922 0.021 1.86 2.64 3.67 7.93 6.45 7.18 (05/12) Chart   Price History        
Meritas Growth Portfolio Sr A 15.901 0.030 2.02 2.94 4.97 9.53 7.27
Chart   Price History        
Meritas Growth Portfolio Sr F 16.340 0.032 2.11 3.21 5.52 10.68 8.34
Chart   Price History        
Meritas Income & Growth Port Sr A 12.635 0.023 1.52 1.90 1.12 4.77 4.39
Chart   Price History        
Meritas Income & Growth Port Sr F 12.935 0.025 1.60 2.12 1.57 5.69 5.16
Chart   Price History        
Meritas Income & Growth Port Sr T 10.524 0.019 1.51 1.89 1.43 5.07 4.57 4.59 (05/12) Chart   Price History        
Meritas Income Portfolio Sr A 11.804 0.021 1.34 1.56 -0.27 2.96 3.09
Chart   Price History        
Meritas Income Portfolio Sr F 11.837 0.022 1.42 1.76 0.15 3.81 3.85 3.67 (04/11) Chart   Price History        
Meritas Income Portfolio Sr T 9.670 0.017 1.33 1.51 0.03 3.21 3.26 2.96 (05/12) Chart   Price History        
Meritas International Equity Sr A 10.689 0.028 4.08 6.65 4.39 9.87 7.64 1.54 (03/01) Chart   Price History        
Meritas International Equity Sr F 12.362 0.034 4.23 7.07 5.23 11.63 9.05
Chart   Price History        
Meritas Jantzi Social Index Sr A 20.094 0.122 0.24 1.28 8.38 16.66 4.68 5.25 (03/01) Chart   Price History        
Meritas Jantzi Social Index Sr F 20.837 0.128 0.34 1.55 8.97 17.94 5.73
Chart   Price History        
Meritas Maximum Growth Port Sr A 17.131 0.031 2.42 3.56 6.42 11.21 8.83
Chart   Price History        
Meritas Maximum Growth Port Sr F 17.751 0.034 2.52 3.84 7.01 12.45 9.95 10.08 (04/11) Chart   Price History        
Meritas Monthly Div and Inc Sr A 8.344 0.040 0.48 1.13 7.91 12.88 5.58 4.42 (02/06) Chart   Price History        
Meritas Monthly Div and Inc Sr F 9.459 0.046 0.58 1.40 8.47 14.09 5.99 6.24 (02/08) Chart   Price History        
Meritas Strategic Income Sr A 10.063 0.011 0.35 0.92 1.02 4.39 1.36 1.70 (03/01) Chart   Price History        
Meritas Strategic Income Sr F 10.092 0.012 0.42 1.12 0.97 4.74 2.07 0.97 (03/09) Chart   Price History        
Meritas U.S. Equity Sr A 12.210 -0.021 2.99 3.56 7.33 11.84 12.60 1.06 (03/01) Chart   Price History        
Meritas U.S. Equity Sr F 13.363 -0.021 3.10 3.87 7.98 13.20 13.88
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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