BIGTX Mutual Fund

BIGTX Mutual Fund

NAV$18.41
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Fund Essentials - as of May 31, 2026

Net Assets
$23M
Expense Ratio
1.84%
Dividend Yield (Current)
0.03%
Holdings
81
Inception Date
Sep 17, 2013
Fund Family
Monteagle Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+19.41%
1 Year+16.03%
3 Year+14.59%
5 Year+9.36%
10 Year+9.99%

Asset Allocation

Stocks: 96.60%
Cash: 3.34%
Other: 0.06%
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Top Holdings

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TickerNameWeight
TSLATesla Inc4.69%
DELLDell Technologies Inc4.60%
ORCLOracle Corp - Common4.22%
CATCaterpillar, Inc.3.34%
GOIXXMONEY MARKET FUND3.34%
Top 10 Concentration: 34.01%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.03%
Latest Distribution
$0.72
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BIGTX Mutual Fund Overview

BIGTX Mutual Fund (The Texas Fund) is managed by Monteagle Funds with $23.5M in net assets. BIGTX expense ratio is 1.84%, holding 81 positions across sectors including Information Technology, Industrials, Energy. Inception date: 2013-09-17.

BIGTX performance shows a YTD return of 19.41%. The 1-year return is 16.03% and the 5-year return is 9.36%. BIGTX dividend yield stands at 0.03%.

BIGTX top holdings include Tesla Inc (4.7%), Dell Technologies Inc (4.6%), Oracle Corp - Common (4.2%), Caterpillar, Inc. (3.3%), MONEY MARKET FUND (3.3%). Go to all BIGTX holdings, BIGTX sectors, or BIGTX dividends.

BIGTX can be compared against other funds. Use BIGTX overlap to find shared positions, or BIGTX vs another fund for a side-by-side view. BIGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.