Eagle Mid Cap Fund Quote

HAGAX Fund  USD 83.78  0.45  0.53%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Eagle Mid is trading at 83.78 as of the 15th of December 2024; that is 0.53% down since the beginning of the trading day. The fund's open price was 84.23. Eagle Mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 15th of November 2024 and ending today, the 15th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the equity securities of mid-capitalization companies. The fund will invest primarily in the equity securities of companies that the portfolio managers believe have the potential for above-average earnings or sales growth, reasonable valuations and acceptable debt levels.. More on Eagle Mid Cap

Moving together with Eagle Mutual Fund

  0.84CWFIX Chartwell Short DurationPairCorr
  0.65CWFCX Carillon Chartwell ShortPairCorr
  0.83CWFAX Chartwell Short DurationPairCorr
  0.81CWFRX Carillon Chartwell ShortPairCorr
  0.89HIGCX Eagle Growth IncomePairCorr
  0.9HIGJX Eagle Growth IncomePairCorr

Moving against Eagle Mutual Fund

  0.62SCPEX Carillon Reams CorePairCorr
  0.62SCPDX Carillon Reams CorePairCorr
  0.6SCPWX Carillon Reams CorePairCorr
  0.6SCPZX Scout E PlusPairCorr
  0.58SUBEX Carillon Reams UnconPairCorr
  0.54SCCIX Scout E BondPairCorr

Eagle Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Carillon Family of Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Eagle Mid Cap [HAGAX] is traded in USA and was established 15th of December 2024. Eagle Mid is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Carillon Family of Funds family. This fund currently has accumulated 6.46 B in assets under management (AUM) with no minimum investment requirementsEagle Mid Cap is currently producing year-to-date (YTD) return of 20.47%, while the total return for the last 3 years was 2.69%.
Check Eagle Mid 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 Mid 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 Mid Cap Mutual Fund Constituents

CNCCentene CorpStockHealth Care
MLMMartin Marietta MaterialsStockMaterials
EAElectronic ArtsStockCommunication Services
TYLTyler TechnologiesStockInformation Technology
MKTXMarketAxess HoldingsStockFinancials
ISRGIntuitive SurgicalStockHealth Care
AMDAdvanced Micro DevicesStockInformation Technology
SPLKSplunk IncStockInformation Technology
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Eagle Mid Cap Risk Profiles

Eagle Mid Against Markets

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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