HEQCX Mutual Fund (Monteagle Opportunity Equity Fund Institutional Class) is managed by Henssler Funds with $7.6M in net assets. HEQCX expense ratio is 1.31%, holding 119 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2011-06-15.

HEQCX performance shows a YTD return of 9.81%. The 1-year return is 20.35% and the 5-year return is 11.43%. HEQCX dividend yield stands at 8.87%, paid quarterly.

HEQCX top holdings include Landstar System Inc (1.7%), Matson Inc (1.6%), CH Robinson Worldwide (1.5%), Brady Corp (1.4%), Ao Smith Corp. (1.4%). View all HEQCX holdings, sector breakdown, or dividend history.

HEQCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HEQCX alternatives are available via the screener, along with tax-loss harvesting opportunities.