The Merryfield composite includes all portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 83.4% of the total assets under management. The asset allocation of the composite as of 08/31/18 was 86% equities, 3% fixed income, 5% real estate investment trusts and 6% cash. The performance results are presented Net of Fees (after management fees and transaction charges have been deducted) and represent a time-weighted and asset-weighted compound rate of return. The benchmark return is a blended return comprised of 60% of the S&P 500 Index, Total Return, and 40% of the iShares Barclays Aggregate Bond Index (ticker symbol: AGG) with daily re-balancing and no transaction charges.
Past performance may not be indicative of future performance. Other composites are available upon request.

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Investing By Design
Period Ending 08/31/18        
Merryfield       
Benchmark
Trailing One Year       
13.65%       
  11.14%
Trailing Three Years, annualized 
  7.26%
  10.37%
Trailing Five Years, annualized
  8.59%
    9.79%
Since Inception of 12/31/08        
10.53%
  10.83%


Merryfield Investment Management, Inc.
Performance History Net of Fees

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