A sound investment process and strong management team underpin Monteagle Opportunity Equity Instl's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 5.82 / 1.22 %
- Total Assets 28.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.190%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Value
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.74%
- Turnover 46%
Morningstar’s Analysis HEQCX
Will HEQCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Nov 30, 2022
- Equity Holdings 110
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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