HEQFX : Monteagle Opportunity Equity Fund Investor Class

HEQFX is a US Stocks Market Mid-Cap Blend with HIGH fees.

HEQFX

Monteagle Opportunity Equity Fund Investor Class

FI Score

16 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

16% FI Score
  • heqfx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Monteagle Opportunity Equity Fund Investor Class

Expenses: 1.49% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks growth of capital. Under normal circumstances, the fund invests more than 90% of its total assets in common stocks. It may invest in companies of any size. The fund may invest up to 20% of its total assets in common stocks of foreign issuers that are traded in the United States and in American Depositary Receipts of foreign companies.

Largest Holdings

Amount Holding
2.70% Life Storage Inc
2.32% Federal Realty Investment Trust
2.10% Mid-America Apartment Communities Inc
1.86% LTC Properties Inc
1.76% Extra Space Storage Inc
1.70% Leidos Holdings Inc
1.66% Check Point Software Technologies Ltd
1.60% Domino's Pizza Inc
1.58% Coherent Inc
1.57% Maximus Inc
1.57% Amdocs Ltd
1.50% Citrix Systems Inc
1.47% Imperial Oil Ltd
1.43% Cognex Corp
1.39% F5 Networks Inc
1.38% Landstar System Inc
1.37% Icon PLC
1.37% Williams-Sonoma Inc
1.33% Omnicom Group Inc
1.33% Cummins Inc
1.32% United Therapeutics Corp
1.28% Patterson Companies Inc
1.27% MSC Industrial Direct Co Inc Class A
1.27% Raymond James Financial Inc
1.25% Parker Hannifin Corp

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