HEQFX Mutual Fund

HEQFX Mutual Fund (Monteagle Opportunity Equity Fund Investor Class) is managed by Henssler Funds with $9.6M 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 8.58%. The 1-year return is 13.12% and the 5-year return is 7.62%. HEQFX dividend yield stands at 0.14%, paid quarterly.

HEQFX top holdings include Matson Inc (2.0%), Abercrombie & Fitch Co. Class A (1.7%), Brady Corp (1.3%), Landstar System Inc (1.3%), Fluor Corp (1.3%). Go to all HEQFX holdings, HEQFX sectors, or HEQFX dividends.

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