Eagle Mid Cap Fund Buy Hold or Sell Recommendation

HRAUX Fund  USD 94.02  1.91  1.99%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Eagle Mid Cap is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Eagle Mid Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Eagle Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Eagle Mid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Eagle and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Eagle Mid Cap. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment.

Execute Eagle Mid Buy or Sell Advice

The Eagle recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Eagle Mid Cap. Macroaxis does not own or have any residual interests in Eagle Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Eagle Mid's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Eagle MidBuy Eagle Mid
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Eagle Mid Cap has a Risk Adjusted Performance of 0.2265, Jensen Alpha of 0.1394, Total Risk Alpha of 0.106, Sortino Ratio of 0.168 and Treynor Ratio of 0.2641
Macroaxis provides advice on Eagle Mid Cap to complement and cross-verify current analyst consensus on Eagle Mid Cap. Our investment recommendation engine determines the fund's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. Use Eagle Mid Cap number of employees and ten year return to ensure your buy or sell decision on Eagle Mid Cap is adequate.

Eagle Mid Trading Alerts and Improvement Suggestions

The fund retains 95.61% of its assets under management (AUM) in equities

Eagle Mid Returns Distribution Density

The distribution of Eagle Mid's historical returns is an attempt to chart the uncertainty of Eagle Mid's future price movements. The chart of the probability distribution of Eagle Mid daily returns describes the distribution of returns around its average expected value. We use Eagle Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Eagle Mid returns is essential to provide solid investment advice for Eagle Mid.
Mean Return
0.30
Value At Risk
-1.31
Potential Upside
1.72
Standard Deviation
0.99
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Eagle Mid historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Eagle Mid Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Eagle Mid or Carillon Family of Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Eagle Mid's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Eagle fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.14
β
Beta against Dow Jones1.10
σ
Overall volatility
1.00
Ir
Information ratio 0.16

Eagle Mid Volatility Alert

Eagle Mid Cap has low volatility with Treynor Ratio of 0.26, Maximum Drawdown of 5.54 and kurtosis of 1.96. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Eagle Mid's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Eagle Mid's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Eagle Mid Fundamentals Vs Peers

Comparing Eagle Mid's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Eagle Mid's direct or indirect competition across all of the common fundamentals between Eagle Mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Eagle Mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Eagle Mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Eagle Mid by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Eagle Mid to competition
FundamentalsEagle MidPeer Average
Price To Earning2.10 X6.53 X
Price To Book3.51 X0.74 X
Price To Sales1.89 X0.61 X
Year To Date Return23.38 %0.39 %
One Year Return32.35 %4.15 %
Three Year Return4.39 %3.60 %
Five Year Return12.21 %3.24 %
Ten Year Return14.34 %1.79 %
Net Asset4.77 B4.11 B
Cash Position Weight4.40 %10.61 %
Equity Positions Weight95.61 %63.90 %

Eagle Mid Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Eagle . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Eagle Mid Buy or Sell Advice

When is the right time to buy or sell Eagle Mid Cap? Buying financial instruments such as Eagle Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Eagle Mid in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Shipping Containers
Shipping Containers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipping Containers Theme or any other thematic opportunities.
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Other Information on Investing in Eagle Mutual Fund

Eagle Mid 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 Mid security.
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