BIGTX Mutual Fund

BIGTX Mutual Fund (The Texas Fund) is managed by Monteagle Funds with $22.2M in net assets. BIGTX expense ratio is 1.84%, holding 83 positions across sectors including Information Technology, Energy, Industrials. Inception date: 2013-09-17.

BIGTX performance shows a YTD return of 21.02%. The 1-year return is 16.03% and the 5-year return is 10.05%. BIGTX dividend yield stands at 0.03%, paid quarterly.

BIGTX top holdings include Dell Technologies Inc (3.9%), Tesla Inc (3.8%), Crowdstrike Holdings Inc (3.6%), Schwab Strategic T (3.1%), Chevron Corp (3.0%). Go to all BIGTX holdings, BIGTX sectors, or BIGTX dividends.

BIGTX can be compared against other funds. Use BIGTX overlap to find shared positions, or BIGTX vs another fund for a side-by-side view. BIGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.