Eagle Small Cap Fund Quote
| HSCCX Fund | USD 2.89 0.02 0.69% |
Performance2 of 100
| Odds Of DistressLess than 23
|
Eagle Small is trading at 2.89 as of the 19th of April 2024; that is -0.69 percent decrease since the beginning of the trading day. The fund's open price was 2.91. Eagle Small has about a 23 % 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 Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 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
| 0.69 | FEN | First Trust Energy | PairCorr |
| 0.97 | UMBHX | Scout Small Cap | PairCorr |
| 1.0 | HRSCX | Eagle Small Cap | PairCorr |
| 0.9 | EISDX | Eagle International Stock | PairCorr |
Eagle Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Eagle Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Eagle Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Carillon Family of Funds, Large Funds, Small Growth Funds, Small Growth, Carillon Family of Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eagle Small Cap [HSCCX] is traded in USA and was established 19th of April 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 650.32 M in assets under management (AUM) with no minimum investment requirementsEagle Small Cap is currently producing year-to-date (YTD) return of 4.2%, while the total return for the last 3 years was -5.43%.
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
| SUM | Summit Materials | Stock | Materials |
| COHR | Coherent | Stock | Information Technology |
| WING | Wingstop | Stock | Consumer Discretionary |
| PENN | Penn National Gaming | Stock | Consumer Discretionary |
| WWD | Woodward | Stock | Industrials |
| PLNT | Planet Fitness | Stock | Consumer Discretionary |
| GDOT | Green Dot | Stock | Financials |
Eagle Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Eagle Small jumping above the current price in 90 days from now is about 79.34%. The Eagle Small Cap probability density function shows the probability of Eagle Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.5113. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Eagle Small will likely underperform. Additionally, eagle Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Eagle Small to move above the current price in 90 days from now is about 79.34 (This Eagle Small Cap probability density function shows the probability of Eagle Mutual Fund to fall within a particular range of prices over 90 days) .
Eagle Small Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Eagle Small market risk premium is the additional return an investor will receive from holding Eagle Small 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 Small. 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 Small's alpha and beta are two of the key measurements used to evaluate Eagle Small's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8853 | |||
| Semi Deviation | 1.12 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.24 |
Eagle Small Against Markets
Picking the right benchmark for Eagle Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Eagle Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Eagle Small is critical whether you are bullish or bearish towards Eagle Small Cap at a given time. Please also check how Eagle Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Eagle Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Eagle Mutual Fund?
Before investing in Eagle Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Eagle Small. To buy Eagle Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Eagle Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Eagle Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Eagle Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Eagle Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Eagle Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Eagle Small Cap?
The danger of trading Eagle Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Eagle Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Eagle Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Eagle Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Eagle Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Eagle Small Cap information on this page should be used as a complementary analysis to other Eagle Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.