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Meritas U.S. Equity Series F

SRI304
12.84
+0.03
+0.25%
2017-10-19
5 Years
  • Previous Close

    12.81

  • Net Assets

    10.04M

  • Yield

    0.45%

  • Front load

    None

  • Expenses

    -

  • Category

    US Equity

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★
Profile

Name of Issuer

OceanRock Investments Inc.

Fund Style

Open

Fund Manager

Manmeet Bhatia

Investment Style

Large Blend

The fundamental investment objective of the Meritas U.S. Equity Fund is to seek capital appreciation with current income being a secondary investment objective.

Purchase Information

Initial Purchase 10,000
Initial Purchase: IRA 10,000
Initial Purchase: AIP 50

Inception

2008-02-21

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