The Monteagle Funds
The Monteagle Funds are open-end mutual funds that allow shareholders to access a variety of investment strategies. Each fund is managed by a portfolio team of skilled investment professionals who bring expertise to their unique investment styles. Park Place Capital is the sponsoring adviser to the Monteagle Funds, providing advisory and administrative services.
Monteagle Enhanced Equity Income Fund
The Monteagle Enhanced Equity Income Fund invests in large cap equity securities. The Fund enhances the income of the portfolio by writing call options on the equities held in the portfolio, known as covered calls. The Fund targets higher levels of current income through the combination of dividends from equity securities and premiums generated from writing options. The strategy may also, from time to time, write put options, purchase calls, and purchase puts.
Smart Diversification Fund
The Smart Diversification Fund uses the Smart Diversification® risk management strategy. Luken Investment Analytics, LLC (the Fund’s Sub-advisor) has developed a proprietary quantitative model that uses trend analysis with a risk-management overlay to analyze asset classes for the portfolio. The model uses trend, strength, and risk indicators to determine the weighting of each asset class held in the portfolio. The fund may invest in equities, fixed income, cash or cash equivalents, commodities, or REITs.Prospectus Summary Prospectus Learn More
Monteagle Select Value
The Monteagle Select Value Fund uses a value investing strategy developed by Parkway Advisors, LP (the Fund’s Sub-advisor) The Fund invests in the common stock of companies that the Fund’s Sub-adviser believes are underpriced relative to comparable securities determined by price/earnings ratios, cash flows or other measures. Once investments are identified for purchase, the Sub-advisor incorporates a Biblically Responsible Investment screen to exclude certain categories of companies from purchase.
The Monteagle Select Value Fund has been recognized by Business Insider as one of “The top-ranked fund managers of 2021”
Monteagle Opportunity Equity Fund
The Fund uses an investment strategy that emphasizes long-term capital appreciation and safety of principal. G.W. Henssler & Associates (the Fund’s Sub-Advisor) invests in companies that have strong balance sheets, high earnings expectations, quality management, and the potential for future growth. The Fund may invest in companies of any size and may invest up to 20% of its total assets in foreign issuers traded in the United States.Prospectus Summary Prospectus Learn More
The Texas Fund
The Texas Fund invests in the common stock of companies based in Texas. Team Financial Strategies (the Fund’s Sub-Adviser) analyzes factors such as financial conditions, industry position, and market and economic conditions and trends to select investments and make buy and sell decisions. The fund may invest in small cap, mid-cap, and large cap stocks.
Park Place Capital Corporation is a wholly-owned subsidiary of Renasant Bank and any investment products contained in this material are: i) not insured by the FDIC or any Federal Government Agency; ii) not a deposit or other obligation of or guaranteed by Renasant Bank; and iii) are subject to investment risks including possible loss of principal amount invested.