Monteagle Select Value
6550 Directors Parkway Abilene TX 79606
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Phone: 888-263-5593
| Category: | Large Blend | | Fund Family: | Monteagle Funds | | Net Assets: | 8.32M | | Year-to-Date Return: | 13.12% | | Yield: | 0.83% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-98 |
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Carl C. Peterson
Lead Manager since
31-Mar-04 | | | Peterson has been an advisory board member of Citizens Bank from June 1999 to April 2001; a registered representative of InCap Securities, Inc. from January 2003 to October 2003; a registered representative of Citco Mutual Fund Distributors, Inc. from October 2003 to present; a director of Directors Investment Group, Inc. from April 2003 to present; the chief executive officer of Parkway Advisors, L.P. from April 2001 to present. |
| 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 its adviser believes are under-priced relative to comparable securities determined by price/earnings ratios, cash flows or other measures. It seeks to maintain a minimum average weighted market capitalization of $5 billion. The management of the fund relies on stock selection to achieve its results. In selecting stocks, the management establishes valuation parameters, by using relative ratios or target prices to evaluate companies on several levels. |
| Last Dividend
(15-Sep-09):
| 0.01 | | Last Cap Gain
(31-Dec-07):
| 1.94 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | MVEIX | Category
Avg | | Total Expense Ratio: | 1.27%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 403 | $776 | | 5 Yr Expense Projection*: |
$ 697 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,534 | $2,371 |
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