Eagle Capital Appreciation Fund Quote
| HRCCX Fund | USD 30.98 0.27 0.86% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Eagle Capital is trading at 30.98 as of the 28th of November 2024; that is 0.86 percent decrease since the beginning of the trading day. The fund's open price was 31.25. Eagle Capital has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Eagle Capital Appreciation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
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. More on Eagle Capital Appreciation
Moving together with Eagle Mutual Fund
| 0.8 | CWFIX | Chartwell Short Duration | PairCorr |
| 0.8 | CWFRX | Carillon Chartwell Short | PairCorr |
| 0.93 | HIGCX | Eagle Growth Income | PairCorr |
| 0.94 | HIGUX | Eagle Growth Income | PairCorr |
| 0.88 | CWSIX | Chartwell Small Cap | PairCorr |
| 0.97 | CWSGX | Chartwell Small Cap | PairCorr |
Moving against Eagle Mutual Fund
Eagle Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Growth Funds, Large Growth, Carillon Family of Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eagle Capital Appreciation [HRCCX] is traded in USA and was established 28th of November 2024. Eagle Capital is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Carillon Family of Funds family. This fund currently has accumulated 387.69 M in assets under management (AUM) with no minimum investment requirementsEagle Capital Apprec is currently producing year-to-date (YTD) return of 32.8%, while the total return for the last 3 years was 9.06%.
Check Eagle Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eagle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eagle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eagle Capital Appreciation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eagle Capital Appreciation Mutual Fund Constituents
| MCD | McDonalds | Stock | Consumer Discretionary | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SNPS | Synopsys | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Eagle Capital Apprec Risk Profiles
| Mean Deviation | 0.756 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
Eagle Capital Against Markets
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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |