Monteagle Select Value


Contact us

Investment Adviser

Monteagle Funds
2728 19th Place South, Suite 160
Homewood, AL 35209
Phone: (800) 459-9084


Arbor Court Capital, LLC
8000 Town Centre Dr, Suite 400
Broadview Heights, OH 44147

Member of FINRA/SIPC.

Shareholder Services

Mutual Shareholder Services
8000 Town Centre Drive, Suite 400
Broadview Heights, Ohio 44147

Phone: (888) 263-5593

Investment Objective

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

Principal Investment Strategy

Monteagle Select Value Fund (the “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. The Fund’s Adviser relies on stock selection to achieve its results, rather than trying to time market fluctuations. In selecting stocks, the Fund’s Adviser establishes valuation parameters, by using relative ratios or target prices to evaluate companies on several levels. The Fund seeks to maintain a minimum average weighted market capitalization of $5 billion. Once investments are identified for purchase, the Subadvisor will screen these investments using the eVALUEator ® screening software to exclude from the Fund’s investments companies that produce, promote, advertise, sponsor, or offer services related to, abortion (or abortion products), pornography, human rights, gambling, and those entertainment companies that produce or support anti-family content in film, games, print, or television (“Excluded Securities”).

Principal Risks

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.

Value Style Risk

The Fund invests in a style that emphasizes “value stocks”. The market may not agree with the determination that a stock is undervalued, and the stock’s price may not increase to what the Fund’s investment adviser or Sub-adviser believes is its full value. It may even decrease in value.

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.

Fund Documents

Select Value Fund Prospectus

Select Value Fund Summary Prospectus

Statement of Additional Information

First Quarter Holdings

Third Quarter Holdings

Select Value Fund Application

Fund Subadviser

Parkway Advisors Logo

Parkway Advisors

Parkway Advisors, L.P. (“Parkway”) is an investment advisory firm in the business of providing discretionary investment advisory services to its clients. The mission of the firm is “to render investment advice, portfolio management and investment expertise with a long-term focus on service and the realization of our clients’ financial goals.”