Eagle Capital Financials
| HRCIX Fund | USD 60.74 0.95 1.59% |
Eagle |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Eagle Capital Fund Summary
Eagle Capital competes with Lsv Small, Lord Abbett, Royce Opportunity, Amg River, and Fidelity Small. During normal market conditions, the fund seeks to achieve its objective by investing at least 65 percent of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the companys long-term growth fundamentals. The strategy of the funds portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US26945A3086 |
| Business Address | Eagle Series Trust |
| Mutual Fund Family | Carillon Family of Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 421 4184 |
| Currency | USD - US Dollar |
Eagle Capital Key Financial Ratios
Eagle Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Eagle Capital's current stock value. Our valuation model uses many indicators to compare Eagle Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eagle Capital competition to find correlations between indicators driving Eagle Capital's intrinsic value. More Info.Eagle Capital Appreciation is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.22 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Eagle Capital Appreciation is roughly 4.63 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Eagle Capital's earnings, one of the primary drivers of an investment's value.Eagle Capital Apprec Systematic Risk
Eagle Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Eagle Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Eagle Capital Apprec correlated with the market. If Beta is less than 0 Eagle Capital generally moves in the opposite direction as compared to the market. If Eagle Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Eagle Capital Apprec is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Eagle Capital is generally in the same direction as the market. If Beta > 1 Eagle Capital moves generally in the same direction as, but more than the movement of the benchmark.
Eagle Capital January 3, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Eagle Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Eagle Capital Appreciation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Eagle Capital Appreciation based on widely used predictive technical indicators. In general, we focus on analyzing Eagle Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Eagle Capital's daily price indicators and compare them against related drivers.
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 14.7 | |||
| Value At Risk | (2.07) | |||
| Potential Upside | 1.65 |
Other Information on Investing in Eagle Mutual Fund
Eagle Capital financial ratios help investors to determine whether Eagle 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 Eagle with respect to the benefits of owning Eagle Capital security.
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