About BIGTX
Monteagle Texas Fund Class I is an actively managed mutual fund with a primary objective of long-term capital appreciation. Positioned within the mid-cap blend category, this institutional share class fund invests at least 80% of its assets in companies with significant ties to Texas. Eligible holdings include firms that are either headquartered or incorporated in Texas, or derive at least half of their revenues, profits, or assets from within the state. The fund maintains a broad market capitalization spectrum, encompassing small, mid, and large-cap stocks, but avoids concentrating more than 25% of assets in any single industry—a notable exception being a relatively high allocation to oil and gas, reflecting Texas’s dominant regional sectors.
Monteagle Texas Fund Class I seeks to capitalize on the economic strength and diversity of Texas, leveraging exposure to key regional industries such as energy, basic materials, industrials, financial services, consumer cyclical, and technology. While geographic and sector focus enhances the fund’s potential to benefit from local growth trends, it also introduces additional risks tied to regional economic and regulatory developments. The fund is professionally managed and primarily targets institutional investors, with a relatively high minimum investment and expense ratio.
Fund Family Monteagle Funds
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol BIGTX
Share Class Class I
Index S&P 500 TR
BIGTX had a total return of 18.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.53%.
