BIGTX Mutual Fund

BIGTX Mutual Fund (The Texas Fund) is managed by Monteagle Funds with $22.3M in net assets. BIGTX expense ratio is 1.84%, holding 81 positions across sectors including Information Technology, Industrials, Energy. Inception date: 2013-09-17.

BIGTX performance shows a YTD return of 18.85%. The 1-year return is 21.76% and the 5-year return is 9.36%. BIGTX dividend yield stands at 6.24%, paid quarterly.

BIGTX top holdings include Tesla Motors Inc (4.7%), Dell Technologies Inc. (4.6%), Oracle Corp. (4.2%), Caterpillar, Inc. (3.3%), Federated Government Obligations Fund (3.3%). 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.