Investing By Design
Period Ending 03/31/19        
Year To Date      
   11.24%  8.12%
Trailing Three Years, annualized 
Trailing Five Years, annualized
Since Inception of 12/31/08        

The Merryfield composite includes all portfolios with a market value greater than $100,000 and a risk tolerance above average and represents 82.8% of the total assets under management. The asset allocation of the composite as of 03/31/19 was 69% equities, 13% fixed income, 9% real estate investment trusts and 9% 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 MSCI ACWIF World 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.

Merryfield Investment Management, Inc.
Performance History Net of Fees

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