Monteagle Informed Investor Growth Fund

Class Inst (MIIFX)
Scorecard
1 / 5 Stars
Lipper
1 1 2 1 1
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.33 percent over the past year, 12.26 percent over the past three years, and 12.03 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date -0.6%
1 Year 23.3%
3 Years (Annualized) 12.3%
5 Years (Annualized) 12.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long term growth of capital. The fund seeks to achieve its objective by investing in "growth stocks." It invests primarily in common stocks of medium and large capitalization U.S. companies, but may invest in companies of any size. Although the fund will not concentrate in any one industry, it is anticipated that the fund's portfolio will focus on a small, select group of industries ("growth industries") which the fund's Sub-adviser believes offer superior growth opportunities based on overall economic trends. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Monteagle Informed Investor Growth Fund has an expense ratio of 1.37 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Monteagle Funds Funds