2 / 5 Stars
1 1 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#255 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.66 percent over the past year, 9.20 percent over the past three years, 16.37 percent over the past five years, and 4.76 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.3%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||4.8%|
The investment seeks long-term capital appreciation. The fund uses a "growth investing" style by investing, under normal circumstances, at least 80% of its assets in the common stock of domestic companies that its Sub-adviser believes have superior growth potential and fundamental characteristics that are significantly better than the market average and support internal earnings growth capability. It invests in small and mid-capitalization companies that have a minimum market capitalization of $250 million at the time of purchase. The fund seeks to maintain a minimum average weighted market capitalization of at least $5 billion.
Fees are Average compared to funds in the same category.
Monteagle Quality Growth Fund has an expense ratio of 1.30 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.