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Monteagle Funds


Monteagle Funds is committed to providing you with a fund family that you can be proud to own as we strive to help you achieve your investment goals. The Monteagle Funds Trust now has six series of investment offerings: a fixed income fund along with a blended, two value and two growth equity funds.

The Texas Fund
The investment objective of The Texas Fund (the “Fund”) is long-term capital appreciation. The Fund is an equity fund. The Fund’s principal investment strategy is to invest at least 80% of its assets, less any borrowing for investment purposes, in the common stock of companies either (i) headquartered in Texas based on information provided by Morningstar, Inc., (ii) organized under the laws of Texas, or (iii) that, during the most recent fiscal year, derived at least 50% of its revenues or profits from goods produced or sold, investments made, or services performed in Texas or that have at least 50% of its assets in Texas. In determining whether a company meets this condition, the Sub-Adviser may rely on such information and sources as the Sub-Adviser deems reasonable and appropriate.

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Select Value Fund (MVEIX)
Monteagle Select Value Fund uses a "value investing" style by investing under normal circumstances at least 80 percent of its assets in the common stock of domestic companies that its Adviser believes are under-priced relative to comparable securities determined by price/earnings ratios, cash flows or other measures.

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Quality Growth Fund (MFGIX)
Monteagle Quality Growth Fund uses a "growth investing" style by investing under normal circumstances at least 80 percent of its assets in the common stock of domestic companies that its sub-adviser believes have superior growth potential and fundamental characteristics that are significantly better than the market average and support internal earnings growth capability.

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Fixed Income Fund (MFHRX)
The Fund seeks to achieve its objective of total return through capital appreciation on the bonds and other securities held and income on those securities held.

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Value Fund (MVRGX)
The Fund takes a long-term (or "buy and hold") approach to managing the Fund's portfolio.

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Informed Investor Growth Fund (MIIFX)
The Fund seeks to achieve its objective by investing in "growth stocks".

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