Monteagle Opportunity Equity Fund (HEQFX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HEQFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HEQFX
HEQFX charges 1.71% annually. There are 121 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | HEQFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | HEQFX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | HEQFX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | HEQFX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | HEQFX vs VEMPX |
Best Risk-Adjusted Alternatives to HEQFX
HEQFX has a PortfoliosLab risk / return rank of 40. There are 73 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | HEQFX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | HEQFX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | HEQFX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | HEQFX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | HEQFX vs VSEQX |
Top Performing HEQFX Alternatives (YTD)
HEQFX is at 9.66% YTD. There are 96 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | HEQFX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | HEQFX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | HEQFX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | HEQFX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | HEQFX vs BIGTX |
Lowest Volatility Alternatives to HEQFX
HEQFX has 13.89% 1-year volatility. There are 31 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | HEQFX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | HEQFX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | HEQFX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | HEQFX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | HEQFX vs BTMFX |
Lowest Drawdown Alternatives to HEQFX
HEQFX has a 1-year max drawdown of -7.72%. There are 10 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | HEQFX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | HEQFX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | HEQFX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | HEQFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | HEQFX vs FTSIX |
Other Mutual Funds from Monteagle Funds
The 1 most viewed Monteagle Funds mutual funds shown here include MVEIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Monteagle Select Value Fund | Mid Cap Value Equities | 75 | 14.25% | — | Mar 1998 | HEQFX vs MVEIX |
Often Compared With HEQFX
Investors most often compare HEQFX with FZAMX, SMDIX, MISIX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HEQFX with Any Fund or Stock
Compare HEQFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HEQFX with funds that move differently
Monteagle Opportunity Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HEQFX.
Explore HEQFX Diversifiers