Morningstar

The Texas Fund Class I BIGTX

Medalist Rating as of Aug 31, 2026 See Monteagle Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund will be invested across a broad market capitalization spectrum, including small, mid and large capitalization companies. The Sub-Adviser typically selects companies in which to invest by performing an initial market capitalization screening of $500 million or more. The Sub-Adviser analyzes factors such as financial conditions, industry position, and market and economic conditions and trends to select investments and make buy and sell decisions.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BIGTX	The Texas Fund Class I	Institutional	Open			Sep 17, 2013	$23.29M	1.840%	High	$10,000	$3.59M

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