Monteagle Opportunity Equity FundHEQCX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$16.7M
Expense ratio
1.31%
1-year return
+17.4%
3 years, a year
+11.9%
5 years, a year
+9.4%
Holdings
119
What it aims to do.
The Funds investment objective is to seek growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LSTR Landstar System, Inc. | 1.67% |
| MATX Matson, Inc. | 1.58% |
| CHRW C.H. Robinson Worldwide, Inc. | 1.46% |
| BRC Brady Corp. | 1.42% |
| AOS A.O. Smith Corp. | 1.35% |
| FLR Fluor Corp. | 1.32% |
| MLI Mueller Industries, Inc. | 1.30% |
| TEX Terex Corp. | 1.27% |
| HUBB Hubbell, Inc. | 1.25% |
| TTC Toro Co. | 1.23% |
More on HEQCX.
- HEQCX overview
- HEQCX holdings
- HEQCX risk
- HEQCX costs
- HEQCX money in and out
- HEQCX share classes
- Compare HEQCX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.