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Monteagle Opportunity Equity Instl (HEQCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.19-0.05 (-0.95%)
At close: 08:00PM EDT

Monteagle Opportunity Equity Instl

Ohio 44147

8000 Town Centre Drive, Suite 400

Monteagle Funds

Management Information
Troy L. Harmon,Lead Manager since August 27, 2008
Mr. Harmon has worked in investment management and financial analysis for more than 10 years. He earned his BBA in Finance in 2006 and a BBA in Accounting in 2015 from Kennesaw State University. Mr. Harmon is a CFA Charterholder and a Certified Valuation Analyst. Mr. Harmon began his financial career with G.W. Henssler & Associates, Ltd. in 2006.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyMonteagle Funds
Net Assets16.62M
YTD Return3.20%
Yield0.75%
Morningstar Rating★★★★
Inception DateJun 14, 2011

Fund Operations

Last Dividend0.01
Last Cap Gain14.00
Holdings Turnover80.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHEQCXCategory Average
Annual Report Expense Ratio (net)1.20%0.94%
Prospectus Net Expense Ratio1.20%N/A
Prospectus Gross Expense Ratio1.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A