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HEQFX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Monteagle Opportunity Equity I (HEQFX) Ownership - Who owns Monteagle Opportunity Equity I?

The investment seeks growth of capital... Show more

Category: #Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
Monteagle Funds8000 Town Centre Drive, Suite 400
Phone
N/A
Web
www.monteaglefunds.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
1.78
Min. Initial Investment
2000.00
Fund Existence
about 27 years
Turnover
54.00
Front Load
N/A
Net Assets
15190926.00
Manager Tenure
N/A

Fundamentals

HEQFX
Net Assets
15.2M
Fund Existence
about 27 years
Turnover
54.00
Total Expense Ratio
1.78
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.78
Assets in Top Ten Holdings
2.12M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
9.98M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.25
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
145.00
Number of Net Holdings
145.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
11.26%
Gain YTD
4.267
Annual Yield % from dividends
0.21
Returns for 1 year
7.46
Returns for 3 years
-6.37
Returns for 5 years
-0.70
Returns for 10 years
-46.74
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Monteagle Funds8000 Town Centre Drive, Suite 400
Phone
N/A
Web
www.monteaglefunds.com