Monteagle Opportunity Equity Fund Institutional Class (HEQCX)

Overview

The fund is designed with a focus on achieving long-term capital appreciation while prioritizing the safety of principal. By investing almost entirely in securities listed on a national securities exchange, it leverages the expertise of its sub-adviser, G.W. Henssler & Associates, LTD, to identify promising investment opportunities. The strategic emphasis on common stocks of select companies aims to optimize returns for investors, underpinning the fund's primary objective of long-term growth.

Products and Services

• Investment in Securities

  The fund commits substantially all its assets into securities that are listed on a national securities exchange, offering investors exposure to a diversified portfolio of financial instruments. This broad investment strategy is designed to mitigate risks while capitalizing on market opportunities.

• Long-Term Capital Appreciation Strategy

  With a clear focus on long-term capital growth, the fund employs an investment strategy that seeks to increase the value of its holdings over time. This approach involves selecting stocks that demonstrate potential for appreciation, aiming to deliver substantial returns to investors while minimizing risks.

• Safety of Principal

  Emphasizing the safety of principal, the fund adopts cautious investment practices to protect investors' capital. This foundational principle guides the fund's investment decisions, ensuring that capital preservation is prioritized alongside growth objectives.

• Common Stocks Investment

  More than 90% of the fund’s total assets are allocated to common stocks of companies handpicked by its investment sub-adviser, G.W. Henssler & Associates, LTD. This strategic focus on common stocks is pivotal to achieving the fund’s goal of long-term capital appreciation, leveraging the expertise of the sub-adviser in identifying high-potential investments.