Monteagle Large Cap Growth
6550 Directors Parkway Abilene TX 79606
Map
Phone: 888-263-5593
| Category: | Large Growth | | Fund Family: | Monteagle Funds | | Net Assets: | 16.58M | | Year-to-Date Return: | -39.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jan-00 |
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H. Kent Mergler
Lead Manager since
01-Sep-03 | | | H. Kent Mergler, President and Portfolio Manager. Mr Mergler graduated from the University of Cincinnati in 1964 with an M.B.A. degree with specialization in Finance. He joined Stein, Roe and farnham in 1967 and managed equity portfolios there until 1992 when he left to become Managing Partner of the Florida office of Loomis, Sayles & Co. In 2000, Mr Mergler and three other principles of Northstar Capital Management purchased the ongoing business from Loomis. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long term growth of capital. The fund will invest at least 80% of assets in common stocks of large capitalization U.S. companies that the adviser believes exhibit a history of increasing earnings. |
| Last Dividend
(26-Dec-03):
| 0.00 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 97.51% |
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| Expense | MEHRX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$393 | $615 | | 5 Yr Expense Projection*: |
$681 | $944 | | 10 Yr Expense Projection*: |
$1,500 | $1,866 |
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6.54% Nasdaq 
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