3 / 5 Stars
4 3 3 1 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#40 in Large Value
U.S. News evaluated 313 Large Value 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 46.73 percent over the past year, 18.88 percent over the past three years, 15.51 percent over the past five years, and 6.71 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||40.6%|
|3 Years (Annualized)||18.9%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||6.7%|
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 under-priced 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. The fund seeks to maintain a minimum average weighted market capitalization of at least $5 billion.
Fees are Low compared to funds in the same category.
Monteagle Select Value Fund has an expense ratio of 1.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.