Eagle Mid Cap Fund Buy Hold or Sell Recommendation
| HRAUX Fund | USD 94.69 0.05 0.05% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Eagle Mid Cap is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Eagle Mid Cap given historical horizon and risk tolerance towards Eagle Mid. When Macroaxis issues a 'buy' or 'sell' recommendation for Eagle Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Eagle Mid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as EAGLE and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Eagle Mid Cap. 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 employment.
EAGLE |
Execute Eagle Mid Buy or Sell Advice
The EAGLE recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Eagle Mid Cap. Macroaxis does not own or have any residual interests in Eagle Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Eagle Mid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Eagle Mid Trading Alerts and Improvement Suggestions
| The fund retains 95.61% of its assets under management (AUM) in equities |
Eagle Mid Returns Distribution Density
The distribution of Eagle Mid's historical returns is an attempt to chart the uncertainty of Eagle Mid's future price movements. The chart of the probability distribution of Eagle Mid daily returns describes the distribution of returns around its average expected value. We use Eagle Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Eagle Mid returns is essential to provide solid investment advice for Eagle Mid.
| Mean Return | 0.22 | Value At Risk | -1.6 | Potential Upside | 1.72 | Standard Deviation | 1.05 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Eagle Mid historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Eagle Mid Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Eagle Mid or Carillon Family of Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Eagle Mid's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a EAGLE fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.16 | |
σ | Overall volatility | 1.05 | |
Ir | Information ratio | 0.09 |
Eagle Mid Volatility Alert
Eagle Mid Cap has relatively low volatility with skewness of 0.16 and kurtosis of 2.11. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Eagle Mid's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Eagle Mid's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Eagle Mid Fundamentals Vs Peers
Comparing Eagle Mid's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Eagle Mid's direct or indirect competition across all of the common fundamentals between Eagle Mid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Eagle Mid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Eagle Mid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Eagle Mid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Eagle Mid to competition |
| Fundamentals | Eagle Mid | Peer Average |
| Price To Earning | 2.10 X | 6.53 X |
| Price To Book | 3.51 X | 0.74 X |
| Price To Sales | 1.89 X | 0.61 X |
| Year To Date Return | 21.17 % | 0.39 % |
| One Year Return | 32.15 % | 4.15 % |
| Three Year Return | 2.09 % | 3.60 % |
| Five Year Return | 11.99 % | 3.24 % |
| Ten Year Return | 14.34 % | 1.79 % |
| Net Asset | 4.77 B | 4.11 B |
| Cash Position Weight | 4.40 % | 10.61 % |
| Equity Positions Weight | 95.61 % | 63.90 % |
Eagle Mid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as EAGLE . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 94.69 | |||
| Day Typical Price | 94.69 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.05 |
About Eagle Mid Buy or Sell Advice
When is the right time to buy or sell Eagle Mid Cap? Buying financial instruments such as EAGLE Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |