The Merryfield composite includes all fee-paying portfolios with a market value greater than $10,000 and a risk tolerance above average and represents 88% of the total assets under management. The asset allocation of the composite as of 12/31/22 was 50% equities, 31% fixed income, 1% real estate investment trusts and 18% cash. The performance results are presented Net of Fees (after management fees have been deducted) and represent a time-weighted and asset-weighted compound rate of return. The benchmark return is the S&P 500 Index, total return, as measured by the iShares exchange traded fund ticker symbol: SPY. 
Past performance may not be indicative of future performance. Other composites are available upon request.

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Merryfield Investment Management, Inc.
Performance History Net of Fees

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