HEQFX Mutual Fund (Monteagle Opportunity Equity Fund Investor Class) is managed by Henssler Funds with $10.5M in net assets. HEQFX expense ratio is 1.81%, holding 119 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1998-06-10.

HEQFX performance shows a YTD return of 9.61%. The 1-year return is 19.71% and the 5-year return is 11.00%. HEQFX dividend yield stands at 9.76%, paid quarterly.

HEQFX top holdings include Landstar System Inc (1.7%), Matson Inc (1.6%), C.H. Robinson Worldwide Inc Common Stock USD.1 (1.5%), Brady Corp (1.4%), Ao Smith Corp. (1.4%). View all HEQFX holdings, sector breakdown, or dividend history.

HEQFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HEQFX alternatives are available via the screener, along with tax-loss harvesting opportunities.