Eagle Small Cap Fund Quote
| HRSCX Fund | USD 20.00 0.22 1.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eagle Small is trading at 20.00 as of the 26th of February 2025; that is 1.09% down since the beginning of the trading day. The fund's open price was 20.22. Eagle Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the stocks of small-capitalization companies. The funds portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index during the most recent 12-month period.. More on Eagle Small Cap
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Eagle Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Carillon Family of Funds, Large Funds, Small Growth Funds, Small Growth Funds, Small Growth, Carillon Family of Funds, Large, Small Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eagle Small Cap [HRSCX] is traded in USA and was established 26th of February 2025. Eagle Small is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Carillon Family of Funds family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 650.32 M in assets under management (AUM) with no minimum investment requirementsEagle Small Cap is currently producing year-to-date (YTD) return of 3.32%, while the total return for the last 3 years was 3.44%.
Check Eagle Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| KWR | Quaker Chemical | Stock | Materials | |
| TREX | Trex Company | Stock | Industrials | |
| GDOT | Green Dot | Stock | Financials | |
| GTLS | Chart Industries | Stock | Industrials | |
| SNV | Synovus Financial Corp | Stock | Financials | |
| EVRI | Everi Holdings | Stock | Consumer Discretionary | |
| SF | Stifel Financial | Stock | Financials | |
| GCO | Genesco | Stock | Consumer Discretionary |
Eagle Small Cap Risk Profiles
| Mean Deviation | 1.21 | |||
| Standard Deviation | 2.6 | |||
| Variance | 6.75 | |||
| Risk Adjusted Performance | (0.09) |
Eagle Small Against Markets
Other Information on Investing in Eagle Mutual Fund
Eagle Small 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 Small security.
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