Eagle Capital Competition

Summary

HRCLXDelisted Fund

USD 43.47 0.00 0.00%

Eagle Capital Apprec competes with Vanguard Small-cap, Qs Us, Chartwell Small, The Hartford, and Nationwide Small; as well as few others. The fund is listed under Large Growth category and is part of Carillon Family of Funds family. Analyzing Eagle Capital competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Eagle Capital to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Eagle Capital competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
43.47	43.47	43.47

Details

Intrinsic

Valuation

Low	Real	High
39.63	39.63	47.82

Details

Naive

Forecast

Low	Next	High
43.80	43.80	43.80

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
43.36	43.44	43.52

Details

Eagle Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Eagle Capital and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Eagle and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Eagle Capital Apprec does not affect the price movement of the other competitor.

	VSCPX	LMBMX	CWSIX	HSLIX	GMSRX	RTOUX	MSSGX	MCSCX
VSCPX		0.91	0.91	0.9	0.98	0.98	0.94	0.88	VSCPX
LMBMX	0.91		0.96	0.99	0.92	0.91	0.83	0.98	LMBMX
CWSIX	0.91	0.96		0.93	0.91	0.89	0.89	0.96	CWSIX
HSLIX	0.9	0.99	0.93		0.9	0.9	0.81	0.97	HSLIX
GMSRX	0.98	0.92	0.91	0.9		0.99	0.89	0.89	GMSRX
RTOUX	0.98	0.91	0.89	0.9	0.99		0.86	0.89	RTOUX
MSSGX	0.94	0.83	0.89	0.81	0.89	0.86		0.8	MSSGX
MCSCX	0.88	0.98	0.96	0.97	0.89	0.89	0.8		MCSCX
	VSCPX	LMBMX	CWSIX	HSLIX	GMSRX	RTOUX	MSSGX	MCSCX

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Risk-Adjusted Indicators

There is a big difference between Eagle Mutual Fund performing well and Eagle Capital Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Eagle Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VSCPX	0.75	0.14	0.05	4.13	0.73	(0.84)	1.75	(1.25)	5.35
LMBMX	0.96	(0.03)	0.02	0.08	1.05	(1.10)	2.17	(1.75)	8.01
CWSIX	0.88	0.01	0.06	0.11	0.74	(1.16)	2.16	(1.47)	7.79
HSLIX	0.94	(0.04)	0.00	0.07	1.08	(1.00)	2.13	(1.90)	6.85
GMSRX	0.94	0.12	0.02	3.77	0.94	(1.13)	2.12	(1.60)	7.57
RTOUX	0.80	0.09	0.00	2.59	0.86	(0.88)	2.02	(1.45)	6.26
MSSGX	1.45	0.54	0.29	(8.36)	1.10	(1.79)	3.46	(2.26)	7.23
MCSCX	0.95	(0.03)	0.02	0.08	1.03	(1.11)	2.19	(1.52)	7.55

Unable to evaluate fundamental data of [VSCPX, LMBMX, CWSIX, HSLIX, GMSRX, RTOUX, MSSGX, MCSCX] at this time. Please try again later

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Eagle Capital Competitive Analysis

The better you understand Eagle Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Eagle Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Eagle Capital's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	HRCLX	VSCPX	LMBMX	CWSIX	HSLIX	GMSRX	RTOUX	MSSGX	MCSCX
	0.00 43.47 Eagle	1.58 345.38 VANGUARD	1.83 15.00 LMBMX	1.60 22.86 Chartwell	1.71 53.49 The	1.59 12.41 NATIONWIDE	1.75 43.76 Tax-managed	2.89 15.45 Small	1.56 12.37 M3Sixty
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Very Weak	OK	OK	OK	OK	Modest	Insignificant	Solid	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Dangerous	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Not Rated	Strong Buy	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Strong Sell	Strong Hold
Net Asset	499.61 M	95.35 B	215.69 M	147.16 M	452.67 M	481.9 M	708.97 M	446.7 M	6.64 M
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	N/A	N/A	N/A
Price To Book	4.03	2.08	1.63	1.77	2.79	1.76	N/A	3.16	N/A
Five Year Return	17.34	10.53	12.01	7.12	7.34	8.24	8.4	12.35	N/A
One Year Return	44.21	30.12	29.82	26.89	30.81	28.88	24.63	43.58	N/A
Last Dividend Paid	N/A	0.15	N/A	0.13	N/A	N/A	N/A	N/A	N/A
Price To Earning	18.66	13.98	16.52	20.32	24.27	19.26	N/A	47.34	N/A
Price To Sales	1.72	1.29	0.7	1.23	1.4	1.04	N/A	2.12	N/A
Cash Position Weight	0.41	2.36	0.94	0.07	1.43	-0.07	2.84	1.75	N/A
Equity Positions Weight	99.59	97.64	99.06	99.93	98.57	100.07	97.14	94.27	N/A
Three Year Return	14.25	2.87	4.1	4.57	-2.04	-0.24	0.56	-15.65	N/A
Annual Yield	N/A	0.0142	0.0083	0.0101	N/A	0.0072	0.0018	N/A	0.0018
Year To Date Return	12.4	16.68	15.2	14.58	16.66	14.12	11.32	15.07	N/A
Ten Year Return	13.6	10.46	8.04	N/A	12.87	8.57	9.19	14.56	N/A
Day Typical Price	43.47	345.38	15.0	22.86	53.49	12.41	43.76	15.45	12.37
Daily Balance Of Power	0.0	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Period Momentum Indicator	N/A	(5.54)	0.27	0.36	0.9	(0.20)	(0.78)	(0.46)	0.19
Rate Of Daily Change	1.0	0.98	1.02	1.02	1.02	0.98	0.98	0.97	1.02
Day Median Price	43.47	345.38	15.0	22.86	53.49	12.41	43.76	15.45	12.37
Price Action Indicator	N/A	(2.77)	0.13	0.18	0.45	(0.10)	(0.39)	(0.23)	0.095
Relative Strength Index	42.11	32.58	17.43	54.85	28.82	27.55	28.84	61.25	12.23
Coefficient Of Variation	455.6	651.74	1005.24	800.27	1097.26	987.86	1084.55	339.64	1036.59
Mean Deviation	0.7376	0.7495	0.9613	0.8795	0.9441	0.9359	0.8017	1.45	0.9512
Jensen Alpha	0.1892	0.1447	(0.03)	0.0087	(0.04)	0.1214	0.0923	0.5372	(0.03)
Total Risk Alpha	0.0746	0.0137	(0.05)	(0.02)	(0.06)	(0.05)	(0.05)	0.2913	(0.06)
Sortino Ratio	0.1135	0.0545	0.0239	0.0595	0.0048	0.0227	(0)	0.2851	0.0177
Downside Variance	0.76	0.8025	1.32	0.7509	1.47	1.23	0.961	2.29	1.44
Standard Deviation	0.9495	1.03	1.38	1.29	1.27	1.33	1.15	1.84	1.35
Kurtosis	(0.23)	2.94	4.74	8.16	1.9	4.35	4.13	(0.03)	5.03
Potential Upside	1.76	1.75	2.17	2.16	2.13	2.12	2.02	3.46	2.19
Treynor Ratio	2.16	4.13	0.0799	0.1055	0.0724	3.77	2.59	(8.36)	0.0778
Maximum Drawdown	4.12	5.35	8.01	7.79	6.85	7.57	6.26	7.23	7.55
Variance	0.9015	1.06	1.9	1.66	1.6	1.77	1.32	3.37	1.84
Market Risk Adjusted Performance	2.17	4.14	0.0899	0.1155	0.0824	3.78	2.6	(8.35)	0.0878
Risk Adjusted Performance	0.1694	0.1196	0.0803	0.0994	0.0735	0.0815	0.0737	0.2304	0.078
Skewness	0.0948	0.7626	1.17	1.95	0.4341	1.22	1.07	0.2112	1.09
Semi Deviation	0.5398	0.7349	1.05	0.7385	1.08	0.9387	0.8598	1.1	1.03
Information Ratio	0.1042	0.0473	0.02	0.04	0.0046	0.0189	(0)	0.2348	0.0157
Value At Risk	(1.44)	(1.25)	(1.75)	(1.47)	(1.90)	(1.60)	(1.45)	(2.26)	(1.52)
Expected Short fall	(0.82)	(0.84)	(1.10)	(1.16)	(1.00)	(1.13)	(0.88)	(1.79)	(1.11)
Downside Deviation	0.8718	0.8958	1.15	0.8666	1.21	1.11	0.9803	1.51	1.2
Semi Variance	0.2914	0.5401	1.1	0.5454	1.17	0.8811	0.7392	1.21	1.05

Eagle Capital Competition Performance Charts

Five steps to successful analysis of Eagle Capital Competition

Eagle Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Eagle Capital Apprec in relation to its competition. Eagle Capital's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Eagle Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Eagle Capital's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Eagle Capital Apprec, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Eagle Capital position

In addition to having Eagle Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Financials

Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.

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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.

You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Other Consideration for investing in Eagle Mutual Fund

If you are still planning to invest in Eagle Capital Apprec check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Eagle Capital's history and understand the potential risks before investing.

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Eagle Capital Competition

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Eagle Capital Competition Correlation Matrix

Risk-Adjusted Indicators

Eagle Capital Competitive Analysis

Eagle Capital Competition Performance Charts

Five steps to successful analysis of Eagle Capital Competition

Complement your Eagle Capital position

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Run Financials Thematic Idea Now

Financials

Other Consideration for investing in Eagle Mutual Fund

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