Eagle Growth Income Fund Quote
| HIGCX Fund | USD 22.98 0.22 0.97% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Eagle Growth is trading at 22.98 as of the 25th of November 2024; that is 0.97 percent increase since the beginning of the trading day. The fund's open price was 22.76. Eagle Growth has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Eagle Growth Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in domestic equity securities that the portfolio managers believe are high-quality, financially strong companies that pay above-market dividends, have cash resources and a history of raising dividends. It generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors.. More on Eagle Growth Income
Moving together with Eagle Mutual Fund
| 0.82 | CWFIX | Chartwell Short Duration | PairCorr |
| 0.73 | CWFCX | Carillon Chartwell Short | PairCorr |
| 0.82 | CWFRX | Carillon Chartwell Short | PairCorr |
| 1.0 | HIGJX | Eagle Growth Income | PairCorr |
| 1.0 | HIGUX | Eagle Growth Income | PairCorr |
Moving against Eagle Mutual Fund
Eagle Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Value Funds, Large Value, Carillon Family of Funds, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eagle Growth Income [HIGCX] is traded in USA and was established 25th of November 2024. Eagle Growth is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Carillon Family of Funds family. This fund currently has accumulated 680.7 M in assets under management (AUM) with no minimum investment requirementsEagle Growth Income is currently producing year-to-date (YTD) return of 17.71% with the current yeild of 0.01%, while the total return for the last 3 years was 5.45%.
Check Eagle Growth 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 Growth Income 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 Growth Income Mutual Fund Constituents
| MCD | McDonalds | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNP | Union Pacific | Stock | Industrials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TGT | Target | Stock | Consumer Staples | |
| RGC | Regencell Bioscience Holdings | Stock | Health Care | |
| PNC | PNC Financial Services | Stock | Financials | |
| PLD | Prologis | Stock | Real Estate |
Eagle Growth Income Risk Profiles
| Mean Deviation | 0.551 | |||
| Semi Deviation | 0.4677 | |||
| Standard Deviation | 0.703 | |||
| Variance | 0.4942 |
Eagle Growth Against Markets
Other Information on Investing in Eagle Mutual Fund
Eagle Growth 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 Growth security.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |