Eagle Growth Income Fund Manager Performance Evaluation
| HIGCX Fund | USD 23.18 0.01 0.04% |
The fund shows a Beta (market volatility) of -0.008, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Eagle Growth are expected to decrease at a much lower rate. During the bear market, Eagle Growth is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Eagle Growth Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Eagle Growth may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.7100 |
Eagle |
Eagle Growth Relative Risk vs. Return Landscape
If you would invest 2,154 in Eagle Growth Income on August 28, 2024 and sell it today you would earn a total of 144.00 from holding Eagle Growth Income or generate 6.69% return on investment over 90 days. Eagle Growth Income is currently producing 0.1052% returns and takes up 0.7018% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Eagle, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eagle Growth Current Valuation
Overvalued
Today
Please note that Eagle Growth's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Eagle Growth Income shows a prevailing Real Value of $21.97 per share. The current price of the fund is $23.18. We determine the value of Eagle Growth Income from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eagle Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eagle Mutual Fund. However, Eagle Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 23.18 | Real 21.97 | Hype 22.98 |
The intrinsic value of Eagle Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Eagle Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Eagle Growth Income helps investors to forecast how Eagle mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Eagle Growth more accurately as focusing exclusively on Eagle Growth's fundamentals will not take into account other important factors: Eagle Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eagle Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eagle Growth Income, and traders can use it to determine the average amount a Eagle Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1499
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| Cash | HIGCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Eagle Growth is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Eagle Growth by adding it to a well-diversified portfolio.
Eagle Growth Fundamentals Growth
Eagle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eagle Growth, and Eagle Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eagle Mutual Fund performance.
| Price To Earning | 20.14 X | ||||
| Price To Book | 2.93 X | ||||
| Price To Sales | 2.29 X | ||||
| Total Asset | 45.99 M | ||||
About Eagle Growth Performance
Evaluating Eagle Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eagle Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Eagle Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Eagle Growth Income performance evaluation
Checking the ongoing alerts about Eagle Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eagle Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 97.06% of its assets under management (AUM) in equities |
- Analyzing Eagle Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eagle Growth's stock is overvalued or undervalued compared to its peers.
- Examining Eagle Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Eagle Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eagle Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eagle Growth's mutual fund. These opinions can provide insight into Eagle Growth's potential for growth and whether the stock is currently undervalued or overvalued.
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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| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |