• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.29% Nasdaq Down 3.25%

    Monteagle Select Value I (MVEIX)

    10.19 Down 0.08(0.78%) Feb 5
    Prev Close:10.27
    YTD Return*:-6.57%
    Net Assets*:8.72M
    Yield*:1.12%

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MVEIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TSO4.45N/A
    AAPL3.87N/A
    JEC3.79N/A
    DRI3.75N/A
    AFL3.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.72M
    Category:Large Value
    Annual Report Expense Ratio (net):1.35%

    Performance & Risk

    YTD Return:-6.57%
    5y Avg Return:8.12%
    Rank in Category (ytd):75
    % Rank in Category (ytd):5.44%
    Beta (3y):1.10
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund uses a "value investing" style by investing at least 80% of its assets in the common stock of domestic companies that the fund's Sub-adviser believes are underpriced relative to comparable securities determined by price/earnings ratios, cash flows or other measures. In selecting stocks, the Sub-adviser establishes valuation parameters, by using relative ratios or target prices to evaluate companies on several levels. It invests only in large capitalization companies included in the S&P 500® Index. The fund seeks to maintain a minimum average weighted market capitalization of at least $5 billion. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback