BIGTX Mutual Fund
BIGTX Mutual Fund
The Texas Fund
BIGTX Mutual Fund Overview
BIGTX Mutual Fund (The Texas Fund) is managed by Monteagle Funds with $21.4M in net assets. BIGTX expense ratio is 1.84%, holding 79 positions across sectors including Energy, Industrials, Consumer Discretionary. Inception date: 2013-09-17.
BIGTX performance shows a YTD return of 20.61%. The 1-year return is 28.30% and the 5-year return is 9.91%. BIGTX dividend yield stands at 6.07%, paid quarterly.
BIGTX top holdings include Caterpillar, Inc. (4.8%), Home Depot Inc|22 (4.2%), Texas Instruments Inc (txn Uq) (3.9%), Toyota Motor Corporation (3.7%), Tesla, Inc. (3.6%). View all BIGTX holdings, sector breakdown, or dividend history.
BIGTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BIGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.