Quality Growth Fund (MFGIX)
Investment Objective - The investment objective of the Monteagle Quality Growth Fund is long-term capital appreciation.
Principal Investment Strategy - Monteagle Quality Growth Fund (the "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. The Fund only invests in companies that have a minimum market capitalization of $250 million at the time of purchase, and seeks to maintain a minimum average weighted market capitalization of $5 billion.
Risks in General. Domestic economic growth and market conditions, interest rate levels, and political events are among the factors affecting the securities markets of the Fund’s investments. There is the risk that these and other factors may adversely affect the Fund’s performance. The loss of money is a risk of investing in the Fund. The Fund could underperform other investments.
Investment Selection Risk. The Fund’s ability to achieve its investment objective is dependent on the Sub-adviser’s ability to identify profitable investment opportunities for the Fund.
Small and Mid Capitalization Risk. The Fund may invest in small and medium capitalization companies which involve greater risks than those associated with larger, more established companies. Smaller companies may be subject to more abrupt or erratic price movements.
An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund is not a complete investment program.
2506 Winford Avenue
Nashville, TN 37215
8000 Town Centre Dr, Suite 400
Broadview Heights, OH 44147
8000 Town Centre Drive, Suite 400
Broadview Heights, Ohio 44147
| - Curt Rohrman
| Garcia Hamilton & Associates, L.P. (GHA) was founded in 1988 and provides investment management services to both institutional and individual investors. The firm manages large cap growth equity, fixed income and balanced strategies utilizing high quality equity and fixed income securities in all investment products. Its diversified client base includes public funds, universities and endowments, Taft-Hartley plans, religious organizations and corporations.