3 / 5 Stars
2 2 4 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#181 in Large Value
U.S. News evaluated 326 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 27.79 percent over the past year, 11.00 percent over the past three years, 21.33 percent over the past five years, and 8.07 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||21.3%|
|10 Years (Annualized)||8.1%|
The investment seeks long term growth of capital. The fund invests primarily in common stocks of small, medium and large capitalization U.S. companies (those with market capitalizations of $1 billion or more) that are believed to be undervalued based on value characteristics, such as lower relative price valuations, above average earnings per share growth and higher dividend yields compared to the S&P 500 Index®. It is the fund's policy to limit investment in any one industry or group of related industries to no more than 25% of the portfolio.
Fees are Low compared to funds in the same category.
Monteagle Value Portfolio has an expense ratio of 1.36 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.