Nasdaq - Delayed Quote USD

Monteagle Opportunity Equity Instl (HEQCX)

5.22 +0.01 (+0.19%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.32%
5y Average Return 9.39%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 36.37%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 36.37%
Worst 3Y Total Return 4.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HEQCX
Category
YTD
5.31%
17.04%
1-Month
3.72%
-0.01%
3-Month
5.31%
5.47%
1-Year
17.29%
50.44%
3-Year
7.52%
13.15%
5-Year
11.12%
13.75%
10-Year
8.90%
11.35%
Last Bull Market
38.47%
25.95%
Last Bear Market
-9.60%
-22.55%

Annual Total Return (%) History

Year
HEQCX
Category
2024
--
--
2023
13.89%
--
2022
-4.81%
--
2021
20.38%
--
2020
13.09%
12.39%
2019
25.60%
26.21%
2018
-11.06%
-11.15%
2017
10.86%
15.93%

2016
14.45%
14.14%
2015
-2.73%
-4.75%
2014
10.19%
7.80%
2013
36.37%
34.10%
2012
8.30%
16.15%
2011
--
-3.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.31% -- -- --
2023 2.27% 2.87% -2.93% 11.54%
2022 -1.88% -9.60% -4.51% 12.37%
2021 10.56% 3.03% -2.73% 8.65%
2020 -25.49% 20.40% 6.00% 18.92%
2019 15.25% 3.14% 0.25% 5.40%
2018 -3.54% 1.50% 5.58% -13.96%
2017 1.94% 0.63% 4.09% 3.82%
2016 3.95% 0.32% 1.42% 8.21%
2015 0.00% -1.19% -5.23% 3.87%

2014 0.69% 4.25% 0.20% 4.76%
2013 9.77% 3.39% 8.61% 10.63%
2012 10.49% -4.15% 3.74% -1.42%
2011 -13.22% 10.23% -- --

Rank in Category (By Total Return)

YTD 94
1-Month 75
3-Month 94
1-Year 82
3-Year 39
5-Year 45

Load Adjusted Returns

1-Year 17.29%
3-Year 7.52%
5-Year 11.12%
10-Year 8.90%

Performance & Risk

YTD Return 0.32%
5y Average Return 9.39%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Monteagle Funds
Net Assets 17.05M
YTD Return 5.31%
Yield 0.74%
Morningstar Rating
Inception Date Jun 15, 2011

Fund Summary

The fund seeks to achieve its objective by investing substantially all its assets in securities listed on a national securities exchange. To meet the fund's investment objective, the sub-adviser will employ an investment strategy that emphasizes long-term capital appreciation and safety of principal. Under normal circumstances, the fund invests more than 90% of its total assets in common stocks of companies identified by the fund’s investment sub-adviser, G.W. Henssler & Associates, LTD (the “Sub-adviser”).

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