Eagle Capital Appreciation Fund One Year Return
| HRCPX Fund | USD 61.30 0.48 0.79% |
Eagle Capital Appreciation fundamentals help investors to digest information that contributes to Eagle Capital's financial success or failures. It also enables traders to predict the movement of Eagle Mutual Fund. The fundamental analysis module provides a way to measure Eagle Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eagle Capital mutual fund.
Eagle |
Eagle Capital Appreciation Mutual Fund One Year Return Analysis
Eagle Capital's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Eagle Capital One Year Return | 38.81 % |
Most of Eagle Capital's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eagle Capital Appreciation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Eagle Capital Appreciation has an One Year Return of 38.8098%. This is 116.69% higher than that of the Carillon Family of Funds family and significantly higher than that of the Large Growth category. The one year return for all United States funds is notably lower than that of the firm.
Eagle One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eagle Capital's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Eagle Capital could also be used in its relative valuation, which is a method of valuing Eagle Capital by comparing valuation metrics of similar companies.Eagle Capital is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Eagle Capital
The fund invests 99.41% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.59%) .Asset allocation divides Eagle Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Eagle Fundamentals
| Price To Earning | 18.66 X | ||||
| Price To Book | 4.03 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 170.31 M | ||||
| Year To Date Return | 33.62 % | ||||
| One Year Return | 38.81 % | ||||
| Three Year Return | 9.74 % | ||||
| Five Year Return | 18.18 % | ||||
| Ten Year Return | 13.94 % | ||||
| Net Asset | 387.69 M | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 0.59 % | ||||
| Equity Positions Weight | 99.41 % |
About Eagle Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Eagle Capital Appreciation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eagle Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eagle Capital Appreciation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Eagle Capital 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 Capital security.
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