Eagle Small Cap Fund Manager Performance Evaluation
| HRSCX Fund | USD 20.87 0.30 1.46% |
The fund shows a Beta (market volatility) of -0.21, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Eagle Small are expected to decrease at a much lower rate. During the bear market, Eagle Small is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eagle Small Cap are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Eagle Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Carillon Eagle Small Cap Growth Fund Q1 2025 Commentary - Seeking Alpha | 05/28/2025 |
| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.1700 |
Eagle |
Eagle Small Relative Risk vs. Return Landscape
If you would invest 1,674 in Eagle Small Cap on April 20, 2025 and sell it today you would earn a total of 413.00 from holding Eagle Small Cap or generate 24.67% return on investment over 90 days. Eagle Small Cap is currently producing 0.3629% returns and takes up 1.165% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Eagle, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eagle Small Current Valuation
Overvalued
Today
Please note that Eagle Small's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Eagle Small Cap shows a prevailing Real Value of $20.4 per share. The current price of the fund is $20.87. We determine the value of Eagle Small Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eagle Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eagle Mutual Fund. However, Eagle Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.87 | Real 20.4 | Hype 20.79 | Naive 20.7 |
The intrinsic value of Eagle Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Eagle Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Eagle Small Cap helps investors to forecast how Eagle mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Eagle Small more accurately as focusing exclusively on Eagle Small's fundamentals will not take into account other important factors: Eagle Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eagle Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eagle Small Cap, and traders can use it to determine the average amount a Eagle Small's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3115
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HRSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Eagle Small is performing at about 24% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Eagle Small by adding it to a well-diversified portfolio.
Eagle Small Fundamentals Growth
Eagle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eagle Small, and Eagle Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eagle Mutual Fund performance.
| Price To Earning | 0.94 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 162.42 M | ||||
About Eagle Small Performance
Evaluating Eagle Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eagle Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Eagle Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Eagle Small Cap performance evaluation
Checking the ongoing alerts about Eagle Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eagle Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains all of its assets under management (AUM) in equities |
- Analyzing Eagle Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eagle Small's stock is overvalued or undervalued compared to its peers.
- Examining Eagle Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Eagle Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eagle Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eagle Small's mutual fund. These opinions can provide insight into Eagle Small's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |