| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
2
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
E-
(Sell)
|
#169 in Mid-Cap Growth
U.S. News evaluated 219 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 10.74 percent over the past year, 2.84 percent over the past three years, and 10.57 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.4% |
| 1 Year | 10.7% |
| 3 Years (Annualized) | 2.8% |
| 5 Years (Annualized) | 10.6% |
| 10 Years (Annualized) | N/A |
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 Average compared to funds in the same category.
Monteagle Informed Investor Growth Fund has an expense ratio of 1.34 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
