HEQCX Mutual Fund

HEQCX Mutual Fund (Monteagle Opportunity Equity Fund Institutional Class) is managed by Henssler Funds with $7.7M in net assets. HEQCX expense ratio is 1.31%, holding 119 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2011-06-15.

HEQCX performance shows a YTD return of 11.65%. The 1-year return is 20.16% and the 5-year return is 9.39%. HEQCX dividend yield stands at 8.72%, paid quarterly.

HEQCX top holdings include Nextpower Inc Class A Common Stock (1.7%), Matson Inc (1.6%), Landstar System Inc (1.5%), CH Robinson Worldwide (1.4%), Mueller Industries Inc (1.4%). Go to all HEQCX holdings, HEQCX sectors, or HEQCX dividends.

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