Eagle Mid Cap Fund Quote

HAGIX Fund  USD 90.18  0.66  0.74%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Eagle Mid is trading at 90.18 as of the 22nd of November 2024; that is 0.74 percent increase since the beginning of the trading day. The fund's open price was 89.52. Eagle Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good 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 23rd of October 2024 and ending today, the 22nd 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

  0.72CWFIX Chartwell Short DurationPairCorr
  0.74CWFAX Chartwell Short DurationPairCorr
  0.71CWFRX Carillon Chartwell ShortPairCorr
  0.87HIGCX Eagle Growth IncomePairCorr
  0.89HIGJX Eagle Growth IncomePairCorr

Moving against Eagle Mutual Fund

  0.75SCPWX Carillon Reams CorePairCorr
  0.74SCPEX Carillon Reams CorePairCorr
  0.73SCCIX Scout E BondPairCorr
  0.72SCPDX Carillon Reams CorePairCorr
  0.71SCPZX Scout E PlusPairCorr
  0.59SUBDX Carillon Reams UnconPairCorr

Eagle Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Carillon Family of Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Eagle Mid Cap [HAGIX] is traded in USA and was established 22nd 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 15.28%, while the total return for the last 3 years was -0.45%.
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

PGRProgressive CorpStockFinancials
MSCIMSCI IncStockFinancials
ISRGIntuitive SurgicalStockHealth Care
MKTXMarketAxess HoldingsStockFinancials
MNSTMonster Beverage CorpStockConsumer Staples
NVDANVIDIAStockInformation Technology
QRTEAQurate Retail SeriesStockConsumer Discretionary
BURLBurlington StoresStockConsumer Discretionary
More Details

Eagle Mid Cap Risk Profiles

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.
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.