Select Value Fund (MVEIX)
Investment Objective - The investment objective of the Monteagle Select Value Fund is long-term capital appreciation.
Principal Investment Strategy - Monteagle Select Value Fund (the "Fund") uses a "value investing" style by investing under normal circumstances at least 80 percent of its assets in the common stock of domestic companies that its Adviser believes are under-priced relative to comparable securities determined by price/earnings ratios, cash flows or other measures. The Fund's Adviser relies on stock selection to achieve its results, rather than trying to time market fluctuations. In selecting stocks, the Fund's Adviser establishes valuation parameters, by using relative ratios or target prices to evaluate companies on several levels. The Fund seeks to maintain a minimum average weighted market capitalization of $5 billion.
Investment Adviser
Nashville Capital Corporation209 10th Ave. South, Suite 332
Nashville, TN 37203
Phone: (800)459-9084
Distributor
Matrix Capital Group, Inc.420 Lexington Avenue,
Suite 601
New York, New York 10170
Phone: (888)263-5593
Shareholder Services
Matrix Capital Group, Inc.630 Fitzwatertown Road, 2nd Floor
Willow Grove, Pennsylvania 19090
Phone: (888)263-5593
Sub-Adviser - Parkway Advisors, L.P.
 (L to R: Theron R. Holladay, Carl C. Peterson) |
- Carl C. Peterson - Theron R. Holladay |
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Parkway Advisors, L.P. ("Parkway") is an investment advisory firm in the business of providing discretionary investment advisory services to its clients. The mission of the firm is "to render investment advice, portfolio management and investment expertise with a long-term focus on service and the realization of our clients' financial goals."
Online: www.parkwayadvisors.com |
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Additional Information
| Prospectus | Application |
| Semi-Annual Report | Annual Report |
| Statement of Additional Information | |
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