Morningstar

Monteagle Enhanced Equity Income Fund Institutional Class EEIFX

Morningstar Medalist Rating
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Medalist Rating as of See Monteagle Investment Hub
  • NAV / 1-Day Return $10.73  /  −0.28 %
  • Fund Size $13.1M
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.15%
  • Turnover Ratio 171%
NAV and 1-Day Return as of

Morningstar’s Analysis EEIFX

Will EEIFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EEIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EEIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EEIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Monteagle Enhanced Equity Income Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EEIFX

More EEIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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