Monteagle Select Value Fund

Class Inst (MVEIX)
Scorecard
3 / 5 Stars
Lipper
4 3 3 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

#58 in Large Value

U.S. News evaluated 329 Large Value 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 33.30 percent over the past year, 15.85 percent over the past three years, 22.27 percent over the past five years, and 6.54 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 3.1%
1 Year 33.3%
3 Years (Annualized) 15.9%
5 Years (Annualized) 22.3%
10 Years (Annualized) 6.5%

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Summary

The investment seeks long-term capital appreciation. The fund uses a "value investing" style by investing, under normal circumstances, 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. The Sub-adviser relies on stock selection to achieve its results, rather than trying to time market fluctuations. In selecting stocks, the Sub-adviser establishes valuation parameters, by using relative ratios or target prices to evaluate companies on several levels.

Fees

Fees are Low compared to funds in the same category.
Monteagle Select Value Fund has an expense ratio of 1.37 percent.

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Risk

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

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