Eagle Growth Income Fund Quote
HRCVX Fund | USD 21.84 0.09 0.41% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Eagle Growth is trading at 21.84 as of the 12th of June 2024; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 21.75. Eagle Growth 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. Equity ratings for Eagle Growth Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of March 2024 and ending today, the 12th of June 2024. Click here to learn more.
The fund invests primarily in domestic equity securities that the portfolio managers believe are high-quality, financially strong companies that pay above-market dividends, have cash resources and a history of raising dividends. It generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors.. More on Eagle Growth Income
Moving together with Eagle Mutual Fund
Eagle Mutual Fund Highlights
Fund Concentration | Carillon Family of Funds, Large Blend Funds, Large Value Funds, Large Value, Carillon Family of Funds (View all Sectors) |
Update Date | 30th of June 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Eagle Growth Income [HRCVX] is traded in USA and was established 12th of June 2024. Eagle Growth is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Carillon Family of Funds family. This fund currently has accumulated 680.7 M in assets under management (AUM) with no minimum investment requirementsEagle Growth Income is currently producing year-to-date (YTD) return of 5.51% with the current yeild of 0.01%, while the total return for the last 3 years was 5.04%.
Check Eagle Growth 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 Growth Income 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 Growth Income Mutual Fund Constituents
UNP | Union Pacific | Stock | Industrials |
MCD | McDonalds | Stock | Consumer Discretionary |
VZ | Verizon Communications | Stock | Communication Services |
TXN | Texas Instruments Incorporated | Stock | Information Technology |
TGT | Target | Stock | Consumer Staples |
RGC | Regencell Bioscience Holdings | Stock | Health Care |
PNC | PNC Financial Services | Stock | Financials |
Eagle Growth Income Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Eagle Growth market risk premium is the additional return an investor will receive from holding Eagle Growth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Eagle Growth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Eagle Growth's alpha and beta are two of the key measurements used to evaluate Eagle Growth's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.5098 | |||
Semi Deviation | 0.6499 | |||
Standard Deviation | 0.6456 | |||
Variance | 0.4167 |
Eagle Growth Against Markets
Other Information on Investing in Eagle Mutual Fund
Eagle Growth 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 Growth security.
Fundamental Analysis View fundamental data based on most recent published financial statements | |
Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |