Value Fund (MVRGX)
Investment Objective - The investment objective of the Monteagle Value Fund is long term growth of capital.
Principal Investment Strategy - The Fund takes a long-term (or "buy and hold") approach to managing the Fund's portfolio. The Fund invests primarily in common stocks of medium and large capitalization U.S. companies (those with market capitalizations of $1 billion or more) that are believed to be undervalued based on value characteristics, such as lower relative price valuations, above average earnings per share growth and higher dividend yields compared to the S&P 500 Index. The stock will be sold when the stock is no longer undervalued or when the fundamentals of the company that affect revenue and profitability have changed significantly, either in a positive or negative direction.
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 - Robinson Investment Group, Inc.
 (Seated front L to R: Amy Wells, Paul Heer. Standing back L to R: Trent Green, Russell L. Robinson) |
- Russell L. Robinson |
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Robinson Investment Group, Inc. was established in 1996 in Nashville, Tennessee. The firm began as a subsidiary of Nashville Capital Corporation in 1990. Robinson Investment Group, Inc. is a registered Investment Advisor serving individuals, retirement plans, and financial institutions with offices in Brentwood, Tennessee. Its principals provide individual investment plans based upon written, client-specific investment objectives.
Online: www.robinsoninvestment.com |
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Additional Information
| Prospectus | Application |
| Semi-Annual Report | Annual Report |
| Statement of Additional Information | |
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