The Henssler Equity Fund Quote

HEQFX Fund  USD 4.84  0.02  0.41%   

Performance

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Odds Of Distress

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The Henssler is trading at 4.84 as of the 18th of January 2025; that is 0.41 percent up since the beginning of the trading day. The fund's open price was 4.82. The Henssler has less than a 10 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests more than 90 percent of its total assets in common stocks. Monteagle Opportunity is traded on NASDAQ Exchange in the United States. More on The Henssler Equity

Moving together with The Mutual Fund

  0.91BIGTX Texas FundPairCorr
  0.72EEIFX Monteagle Enhanced EquityPairCorr
  0.83MVEIX Monteagle Select ValuePairCorr
  0.79VIMAX Vanguard Mid CapPairCorr
  0.8VIMSX Vanguard Mid CapPairCorr

The Mutual Fund Highlights

Fund ConcentrationMonteagle Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Monteagle Funds, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of December 2022
Fiscal Year EndApril
The Henssler Equity [HEQFX] is traded in USA and was established 18th of January 2025. The Henssler is listed under Monteagle Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Monteagle Funds family. This fund currently has accumulated 25.16 M in assets under management (AUM) with minimum initial investment of 2 K. Henssler Equity is currently producing year-to-date (YTD) return of 0.64% with the current yeild of 0.0%, while the total return for the last 3 years was 4.46%.
Check The Henssler Probability Of Bankruptcy

Instrument Allocation

Top The Henssler Equity Mutual Fund Constituents

NHINational Health InvestorsStockReal Estate
PKIPerkinElmerStockHealth Care
LDOSLeidos HoldingsStockInformation Technology
INTWorld Fuel ServicesStockEnergy
EXRExtra Space StorageStockReal Estate
DPZDominos Pizza CommonStockConsumer Discretionary
MAAMid America Apartment CommunitiesStockReal Estate
DOXAmdocsStockInformation Technology
More Details

Henssler Equity Risk Profiles

The Henssler Against Markets

Other Information on Investing in The Mutual Fund

The Henssler financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Henssler security.
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