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HEQCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Monteagle Opportunity Equity Instl (HEQCX) Ownership - Who owns Monteagle Opportunity Equity Instl?

The investment seeks growth of capital... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HEQCX

Net Assets

14.5M

Fund Existence

almost 14 years

Turnover

54.00

Total Expense Ratio

1.31

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.31

Assets in Top Ten Holdings

2.12M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

4.92M

Fund Type

OpenEnd

Index Fund

Management Fee

0.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

145.00

Number of Net Holdings

145.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

11.26%

Gain YTD

-0.954

Annual Yield % from dividends

7.30

Returns for 1 year

8.22

Returns for 3 years

-6.68

Returns for 5 years

2.66

Returns for 10 years

-37.40

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Category MidCapBlend

Profile

Fundamentals

Details