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Meritage Growth Equity Fund Investor Shares (MPGEX)

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10.910.00 (0.00%)
At close: 08:00PM EDT

Meritage Growth Equity Fund Investor Shares

Capitol Series Trust

2960 North Meridian St., Suite 300

Indianapolis IN 46208

855-261-0104
Management information
Leonard C. Mitchell,Lead manager since 22 December 2013
Len Mitchell is a member of the Investment Management Team. He leads the Meritage Growth Equity strategy. Len’s career covers 36 years, including time as an oil and energy analyst, and managing high net worth portfolios at banks and trust companies in Texas. Prior to joining Meritage, Len spent seven years with The Private Bank for the Chase Investment Management Group in Dallas, Texas where he was Vice President, Senior Portfolio Manager and supervised a group of 12 professionals managing nearly $3 billion throughout the Southwestern part of the U.S. He received his B.A. in Accounting and M.B.A. from Texas Christian University with Honors.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyMeritage Portfolio Management
Net assets29.97M
YTD return4.62%
Yield0.00%
Morningstar rating★★★
Inception date22 Dec 2013

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover70.00%
Average for categoryN/A

Fees and expenses

ExpenseMPGEXCategory average
Annual report expense ratio (net)1.28%0.99%
Prospectus net expense ratio1.28%N/A
Prospectus gross expense ratio1.78%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection512N/A
5-yr expense projection918N/A
10-yr expense projection2,053N/A