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Meritage Growth Equity Fund Institutional Shares (0P0000ZNPY)

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Meritage Growth Equity Fund Institutional Shares historical data, for real-time data please try another search

18.840 0.000 0.00%

28/07 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 33.62M

Type: Fund

Market: United States

Issuer: Meritage Portfolio Management

Asset Class: Equity

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0P0000ZNPY Holdings

Comprehensive information about top holdings and Key Holding Information for the Meritage Growth Equity Fund Institutional Shares (0P0000ZNPY) fund. Our Meritage Growth Equity Fund Institutional Shares portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.590	1.590	0.000
Stocks	98.410	98.410	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	31.442	27.753
Price to Book	5.059	7.228
Price to Sales	3.342	4.702
Price to Cash Flow	19.216	19.073
Dividend Yield	0.647	0.695
5 Years Earnings Growth	11.132	16.108

Sector Allocation

Name	Net %	Category Average
Technology	41.310	40.668
Consumer Cyclical	17.710	13.631
Healthcare	17.540	11.432
Industrials	8.100	7.045
Communication Services	6.740	11.976
Consumer Defensive	4.330	3.481
Financial Services	4.260	9.304

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Apple Inc	-	8.76	-	-
Microsoft Corp	-	8.74	-	-
Amazon.com Inc	-	6.81	-	-
Alphabet Inc A	-	5.41	-	-
Best Buy Co Inc	-	3.22	-	-
Micron Technology Inc	-	3.08	-	-
Generac Holdings Inc	-	2.95	-	-
Fortinet Inc	-	2.87	-	-
Zebra Technologies Corp	-	2.77	-	-
Adobe Inc	-	2.62	-	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Meritage Growth E.	18.840	0.000	0.00%