Eagle Small Cap Fund Quote
| HSRUX Fund | USD 33.25 0.17 0.51% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Eagle Small is trading at 33.25 as of the 15th of December 2024; that is 0.51% down since the beginning of the trading day. The fund's open price was 33.42. Eagle Small 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. 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 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
Moving together with Eagle Mutual Fund
| 0.83 | CWFIX | Chartwell Short Duration | PairCorr |
| 0.63 | CWFCX | Carillon Chartwell Short | PairCorr |
| 0.83 | CWFAX | Chartwell Short Duration | PairCorr |
| 0.78 | CWFRX | Carillon Chartwell Short | PairCorr |
| 0.92 | HIGCX | Eagle Growth Income | PairCorr |
| 0.93 | HIGJX | Eagle Growth Income | PairCorr |
Moving against Eagle Mutual Fund
Eagle Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Small Growth Funds, Small Growth, Carillon Family of Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Eagle Small Cap [HSRUX] is traded in USA and was established 15th of December 2024. 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. This fund currently has accumulated 5.44 B in assets under management (AUM) with no minimum investment requirementsEagle Small Cap is currently producing year-to-date (YTD) return of 22.39%, while the total return for the last 3 years was 1.85%.
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
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| MMSI | Merit Medical Systems | Stock | Health Care | |
| AJRD | Aerojet Rocketdyne Holdings | Stock | Industrials | |
| WWD | Woodward | Stock | Industrials | |
| KWR | Quaker Chemical | Stock | Materials | |
| WCN | Waste Connections | Stock | Industrials | |
| GDOT | Green Dot | Stock | Financials | |
| EVRI | Everi Holdings | Stock | Consumer Discretionary |
Eagle Small Cap Risk Profiles
| Mean Deviation | 0.8021 | |||
| Semi Deviation | 0.8093 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 |
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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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |