Eagle Growth Income Fund Quote

HIGJX Fund  USD 24.38  0.23  0.95%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Eagle Growth is trading at 24.38 as of the 25th of November 2024; that is 0.95 percent increase since the beginning of the trading day. The fund's open price was 24.15. Eagle Growth has less than a 18 % 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 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

  0.82CWFIX Chartwell Short DurationPairCorr
  0.73CWFCX Carillon Chartwell ShortPairCorr
  0.82CWFRX Carillon Chartwell ShortPairCorr
  1.0HIGCX Eagle Growth IncomePairCorr
  1.0HIGUX Eagle Growth IncomePairCorr

Moving against Eagle Mutual Fund

  0.63SCPEX Carillon Reams CorePairCorr
  0.61SCPZX Scout E PlusPairCorr
  0.6SCCIX Scout E BondPairCorr
  0.44SUBDX Carillon Reams UnconPairCorr
  0.39SUBFX Scout Unconstrained BondPairCorr

Eagle Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Value Funds, Large Value, Carillon Family of Funds, Large Blend, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Eagle Growth Income [HIGJX] 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 19.18% with the current yeild of 0.02%, while the total return for the last 3 years was 6.78%.
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

MCDMcDonaldsStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
TXNTexas Instruments IncorporatedStockInformation Technology
TGTTargetStockConsumer Staples
RGCRegencell Bioscience HoldingsStockHealth Care
PNCPNC Financial ServicesStockFinancials
PLDPrologisStockReal Estate
PGProcter GambleStockConsumer Staples
More Details

Eagle Growth Income Risk Profiles

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.
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