Monteagle Funds Mutual Funds List
Here you can find all mutual funds issued by Monteagle Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.61%
- Avg. 1 Year Return
- 29.48%
- Avg. 5 Year Return
- 7.97%
- Median Risk/Return Score
- 69 / 100
Monteagle Funds Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Texas Fund | Mid Cap Blend Equities | Sep 17, 2013 | 1.67% | 24.51% | 10.61% | 5.93% | 80 | ||||||||
| Monteagle Opportunity Equity Fund | Mid Cap Blend Equities | Jun 10, 1998 | 1.71% | 9.01% | 9.52% | 10.02% | 36 | ||||||||
| Monteagle Select Value Fund | Mid Cap Value Equities | Mar 30, 1998 | 1.45% | 13.64% | 10.20% | 4.06% | 69 |
Explore top Monteagle Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Monteagle Funds Mutual funds by Risk/Return Score
The top Monteagle Funds Mutual funds by PortfoliosLab Risk/Return Score are BIGTX (80) and MVEIX (69).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| The Texas Fund | 80 | — | Sep 2013 | |
| Monteagle Select Value Fund | 69 | — | Mar 1998 | |
| Monteagle Opportunity Equity Fund | 36 | — | Jun 1998 |
Best-Performing Monteagle Funds Mutual funds Over 5 Years
The top Monteagle Funds Mutual funds is BIGTX (9.08%).
Across the lineup, Monteagle Funds Mutual funds show an average 1-year return of 29.48% and an average 5-year return of 7.97%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| The Texas Fund | 9.08% | — | Sep 2013 | |
| Monteagle Opportunity Equity Fund | 7.61% | — | Jun 1998 | |
| Monteagle Select Value Fund | 7.23% | — | Mar 1998 |
Lowest-Cost Monteagle Funds Mutual funds
The top Monteagle Funds Mutual funds is MVEIX (1.45%).
With an average expense ratio of 1.61%, Monteagle Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Monteagle Select Value Fund | 1.45% | — | Mar 1998 | |
| The Texas Fund | 1.67% | — | Sep 2013 | |
| Monteagle Opportunity Equity Fund | 1.71% | — | Jun 1998 |
Highest-Yield Monteagle Funds Mutual funds
The top Monteagle Funds Mutual funds is HEQFX (10.02%).
Across the lineup, Monteagle Funds Mutual funds show an average dividend yield of 6.67%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Monteagle Opportunity Equity Fund | 10.02% | — | Jun 1998 | |
| The Texas Fund | 5.93% | — | Sep 2013 | |
| Monteagle Select Value Fund | 4.06% | — | Mar 1998 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.