HEQFX Mutual Fund

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, Information Technology. Inception date: 1998-06-10.

HEQFX performance shows a YTD return of 11.32%. The 1-year return is 19.56% and the 5-year return is 8.23%. HEQFX dividend yield stands at 9.61%, paid quarterly.

HEQFX 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 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.