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Monteagle Opportunity Equity Fund Institutional Class: (MF: HEQCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:02 PM ET

$5.58 USD

+0.01 (0.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.57 17
3 months 9.02 12
6 months 9.39 26
1 Year 17.41 29
3 Year 14.30 65
5 Year 10.82 44
10 Year 11.62 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.35
5 Year 10.69
10 Year 10.58
Since Inception 10.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.81 4.56 6.78 1.69
2024 5.31 -4.37 9.31 4.79
2023 2.26 2.86 -2.93 11.53
2022 -1.87 -9.59 -4.50 12.37
2021 10.56 3.03 -2.73 8.66

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.5710.3515.3613.89-4.8120.4016.1325.60-11.0310.8714.39
% Total Return Rel to Index 3.91-7.86-9.65-12.3513.39-8.28-2.26-5.88-6.64-10.922.45
% Total Return Rel to Peer 3.83-2.35-4.02-9.1014.88-1.65-3.78-2.82-4.17-9.806.57
% Perf Quintile vs Peer* 1.004.000.004.001.004.003.005.004.005.001.00
% Dividends 0.000.040.400.050.040.020.210.050.030.070.06
% Yield 0.000.726.750.750.730.233.040.830.580.970.83
Capital Gains ($) 0.000.490.221.350.331.610.000.380.330.580.69
Expense Ratio 0.001.311.311.201.191.201.121.001.050.970.98

* 1 = Top 20%, 5 = Bottom 20%