Eagle Mid Cap Fund Manager Performance Evaluation
| HRAUX Fund | USD 94.69 0.05 0.05% |
The fund shows a Beta (market volatility) of 1.16, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Eagle Mid will likely underperform.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Eagle Mid Cap are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Eagle Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Is Carillon Eagle Mid Cap Growth R6 a Strong Mutual Fund Pick Right Now - Yahoo Finance | 10/16/2024 |
| Expense Ratio | 0.6400 |
EAGLE |
Eagle Mid Relative Risk vs. Return Landscape
If you would invest 8,097 in Eagle Mid Cap on August 29, 2024 and sell it today you would earn a total of 1,372 from holding Eagle Mid Cap or generate 16.94% return on investment over 90 days. Eagle Mid Cap is currently producing 0.2542% returns and takes up 1.0551% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than EAGLE, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eagle Mid Current Valuation
Undervalued
Today
Please note that Eagle Mid's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Eagle Mid Cap shows a prevailing Real Value of $99.76 per share. The current price of the fund is $94.69. We determine the value of Eagle Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of EAGLE Mutual Fund. However, Eagle Mid'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 94.69 | Real 99.76 | Hype 94.81 |
The intrinsic value of Eagle Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Eagle Mid's fundamentals will not take into account other important factors: Eagle Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eagle Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eagle Mid Cap, and traders can use it to determine the average amount a Eagle Mid'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 = 0.241
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | HRAUX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.25 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Eagle Mid is performing at about 18% 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 Mid by adding it to a well-diversified portfolio.
Eagle Mid Fundamentals Growth
EAGLE Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eagle Mid, and Eagle Mid 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 | 2.10 X | ||||
| Price To Book | 3.51 X | ||||
| Price To Sales | 1.89 X | ||||
| Total Asset | 8.23 B | ||||
About Eagle Mid Performance
Evaluating Eagle Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eagle Mid 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 Mid 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 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.Things to note about Eagle Mid Cap performance evaluation
Checking the ongoing alerts about Eagle Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eagle Mid Cap 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 95.61% of its assets under management (AUM) in equities |
- Analyzing Eagle Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Eagle Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eagle Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eagle Mid's mutual fund. These opinions can provide insight into Eagle Mid's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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