| 11.29 Net Asset Value | -0.44% 1 Day | +9.40% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.59% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +2.82% | 3 years | +3.86% | |
| 3 months | +7.01% | 5 years | +10.94% | |
| 1 year | +11.12% | Since inception | +10.69% |
| MIIFX | Category | |
|---|---|---|
| Performance 5-yr return | +10.94% | +6.62% |
| Expense ratio | 1.59% | 1.38% |
| Risk 5 year sharpe ratio | 0.48 | 0.34 |
| Net assets | $12.6M | $1.1B |
| Average market cap | $17.4B | $6.8B |
| Average P/E | 17.0 | 22.6 |
| Portfolio turnover | 795% | 795% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Monteagle Funds |
| Fund manager & tenure | Thomas Fitzgerald Jr. / 5 Years |
| Minimal initial investment | $50,000.00 |
| Minimum IRA investment | $50,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 32.50% |
| Hardware | 19.56% |
| Consumer service | 17.36% |
| Consumer goods | 6.76% |
| Telecommunication | 5.92% |
| SPY SPDR S&P 500 | 6.96% |
| QQQ PowerShares QQQ | 6.93% |
| FLT Fleetcor Technologies, Inc. | 5.46% |
| MPC Marathon Petroleum Corp | 4.58% |
| TSN Tyson Foods, Inc. Class A | 4.41% |
| VLO Valero Energy Corporation | 4.41% |
| V Visa, Inc. | 4.32% |
| FAF First American Financial Corp | 4.25% |
| EBAY eBay Inc | 3.96% |
| CMCSA Comcast Corp Class A | 3.85% |
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