Nasdaq - Delayed Quote • USD
Monteagle Opportunity Equity Instl (HEQCX)
At close: 8:00 PM EDT
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”).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.37% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HEQCX | Category Average | HEQCX | Category Average | HEQCX | Category Average | |
| Alpha | -2.54 | -0.06 | -2.75 | -0.05 | -3.02 | -0.04 |
| BETA | 0.88 | 0.01 | 0.95 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.73 | 0.01 | 1.03 | 0.01 | 0.81 | 0.01 |
| R-squared | 78.84 | 0.88 | 84.91 | 0.85 | 84.79 | 0.84 |
| Standard Deviation | 17.34 | 0.23 | 18.94 | 0.19 | 15.6 | 0.17 |
| Sharpe Ratio | 0.34 | 0.01 | 0.54 | 0.01 | 0.53 | 0.01 |
| Treynor Ratio | 5.2 | 0.11 | 9.41 | 0.11 | 7.82 | 0.1 |
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