Monteagle Quality Growth Fund
6550 Directors Parkway Abilene TX 79606
Map
Phone: 888-263-5593
| Category: | Large Growth | | Fund Family: | Monteagle Funds | | Net Assets: | 10.58M | | Year-to-Date Return: | -31.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-98 |
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Daniel J. Kallus
Lead Manager since
31-Dec-07 | | | Kallus is a portfolio manager with DHJA which he joined in 1997. Prior to joining DHJA, he held positions at Shell Pension Trust, American Capital Management and Research and Smith Barneys Managed Money Division in Houston. He a member of the CFA Institute and the Houston Society of Financial Analysts. Kallus holds the Chartered Financial Analyst and Chartered Investment Counselor designations. |
| 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 capital appreciation. The fund normally invests at least 80% of assets in common stocks of domestic companies that have superior growth potential and fundamental characteristics that are significantly better than the market average and support internal earnings growth capability. It only invests in companies that have a minimum market capitalization of $250 million at the time of purchase, and seeks to maintain a minimum average weighted market capitalization of $5 billion. |
| Last Dividend
(31-Mar-05):
| 0.00 | | Last Cap Gain
(30-Jun-03):
| 0.00 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 97.51% |
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| Expense | MFGIX | Category
Avg | | Total Expense Ratio: | 1.23%
| 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*: |
$409 | $615 | | 5 Yr Expense Projection*: |
$708 | $944 | | 10 Yr Expense Projection*: |
$1,556 | $1,866 |
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6.54% Nasdaq 
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