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Eagle Mid Cap Stock Fund Class A (HMCAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the stocks of mid-capitalization companies. The fund's portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than $250 million and equal to or less than the largest company in the Russell Midcap  Index.


1 month-2.12% 3 years+3.10%
3 months-3.16% 5 years+9.60%
1 year+3.18% Since inception+8.67%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.60%+13.89%
Expense ratio1.24%1.26%
Risk 5 year sharpe ratio1.031.02
Net assets$268.1M$1.2B
Average market cap$10.0B$10.2B
Average P/E23.425.5
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyEagle Funds
Fund manager & tenureCharles Schwartz / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock94.93%
International stock2.15%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 17.53%
Financial service 15.34%
Consumer goods 14.60%
Hardware 10.03%
Healthcare 9.50%
Top 10 Holdings
Portfolio weighting
STZ Constellation Brands Inc2.29%
AJG Arthur J Gallagher & Co2.29%
NICE Nice Ltd2.15%
LH Laboratory Corporation of America Holdings2.10%
AME Ametek Inc2.05%
FISV Fiserv Inc2.00%
SNA Snap-On Inc1.81%
RGA Reinsurance Group of America Inc1.80%
SBNY Signature Bank1.77%

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