Monteagle Select Value FundMVEIX

MUTUAL FUNDPark Place
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$19.3M
Expense ratio
1.48%
1-year return
+22.7%
3 years, a year
+12.2%
5 years, a year
+6.7%
Holdings
50

What it aims to do.

The investment objective of the Monteagle Select Value Fund (the Fund) is long-term capital appreciation.

Top 10 holdings.

Holding% of fund
Federated Hermes Money Market Obligations Trust10.48%
AES AES Corp.3.28%
CPB The Campbells Co.3.16%
NEE NextEra Energy, Inc.2.92%
URI United Rentals, Inc.2.83%
TPL Texas Pacific Land Corp.2.72%
LDOS Leidos Holdings, Inc.2.72%
FTNT Fortinet, Inc.2.71%
Q Qnity Electronics, Inc.2.66%
ZTS Zoetis, Inc.2.62%

More on MVEIX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.