Eagle Mid Cap Stock Fund Class A (HMCAX)

30.22
Net Asset Value
+0.23%
1 Day
+2.72%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
4.75
Sales Expenses
1.22%
Expense Ratio
Below Average
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 that fall within the range of companies included in the Russell Midcap  Index during the most recent 12-month period.

Performance

1 month+1.62% 3 years+18.45%
3 months+5.75% 5 years+13.26%
1 year+12.12% Since inception+9.19%
Data through --

Peer Comparisonvs. Mid-cap growth

 HMCAXCategory
Performance 5-yr return+13.26%+18.98%
Expense ratio1.22%1.34%
Risk 5 year sharpe ratio0.911.03
Net assets$397.2M$1.3B
Average market cap$5.9B$8.8B
Average P/E24.724.6
Portfolio turnover----

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Fund Management and Purchase Info

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

Holdings

U.S. stock90.34%
International stock5.52%
Cash4.14%
Fixed income0.00%
Other0.00%
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
SPN Superior Energy Services Inc1.52%
SBNY Signature Bank1.50%
AMG Affiliated Managers Group Inc1.47%
HBI Hanesbrands Inc1.45%
HAIN Hain Celestial Group Inc1.42%
JAH Jarden Corp1.40%
XRAY DENTSPLY International Inc1.40%
PWR Quanta Services Inc1.39%
NICE NICE-Systems Ltd ADR1.36%
CVLT CommVault Systems Inc1.32%

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