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.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Monteagle Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | 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% | 3.41% | 4.37% | 2.43% | ||||||||
Monteagle Opportunity Equity Fund | Mid Cap Blend Equities | Jun 10, 1998 | 1.71% | -1.52% | 3.11% | 30.84% | ||||||||
Monteagle Select Value Fund | Mid Cap Value Equities | Mar 30, 1998 | 1.45% | 3.10% | 7.37% | 0.52% | ||||||||
Smart Diversification Fund | Large Cap Blend Equities | Sep 2, 2019 | 1.44% | — | — | — |
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