Monteagle Quality Growth 6550 Directors Parkway Abilene TX 79606 Map
Phone: 888-263-5593
| Category: | Large Growth | | Fund Family: | Monteagle Funds | | Net Assets: | 11.53M | | Year-to-Date Return: | 21.83% | | Yield: | 0.30% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-98 |
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Curt Rohrman
Lead Manager since
31-Dec-07 | | | From 1988 to 1995, Rohrman was a vice president, Equity Research, at CS First Boston in New York City where he covered the computer hardware industry and was named to Institutional Investor's All-America Research Team and Wall Street Journal's All-Star poll. He was with USAA Investment Management Company from 1995 to 2002 serving in various capacities including director of equity research and portfolio manager. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of domestic companies that have superior growth potential and fundamental characteristics that are significantly better than the market average and support internal earnings growth capability. It only invests in companies that have a minimum market capitalization of $250 million at the time of purchase, and seeks to maintain a minimum average weighted market capitalization of $5 billion. |
| Last Dividend
(15-Sep-09):
| 0.01 | | Last Cap Gain
(30-Jun-03):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | MFGIX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 397 | $672 | | 5 Yr Expense Projection*: |
$ 686 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,511 | $2,074 |
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