Eagle Mid Cap Fund Quote
| HAGIX Fund | USD 92.81 0.60 0.64% |
Performance17 of 100
| Odds Of DistressLess than 17
|
Eagle Mid is trading at 92.81 as of the 28th of November 2024; that is 0.64 percent decrease since the beginning of the trading day. The fund's open price was 93.41. Eagle Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Eagle Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 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
| 0.83 | CWFIX | Chartwell Short Duration | PairCorr |
| 0.67 | CWFCX | Carillon Chartwell Short | PairCorr |
| 0.83 | CWFAX | Chartwell Short Duration | PairCorr |
| 0.82 | CWFRX | Carillon Chartwell Short | PairCorr |
| 0.91 | HIGCX | Eagle Growth Income | PairCorr |
| 0.91 | HIGJX | Eagle Growth Income | PairCorr |
Moving against Eagle Mutual Fund
Eagle Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Carillon Family of Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eagle Mid Cap [HAGIX] is traded in USA and was established 28th of November 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 minimum initial investment of 10 K. Eagle Mid Cap is currently producing year-to-date (YTD) return of 21.61%, while the total return for the last 3 years was 2.21%.
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
| SIRI | Sirius XM Holding | Stock | Communication Services | |
| MSCI | MSCI Inc | Stock | Financials | |
| COHR | Coherent | Stock | Information Technology | |
| RNG | Ringcentral | Stock | Information Technology | |
| ISRG | Intuitive Surgical | Stock | Health Care | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| RCL | Royal Caribbean Cruises | Stock | Consumer Discretionary |
Eagle Mid Cap Risk Profiles
| Mean Deviation | 0.7846 | |||
| Semi Deviation | 0.7604 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.11 |
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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