Eagle Capital Appreciation Fund Minimum Initial Investment
| HRCLXDelisted Fund | USD 43.47 0.00 0.00% |
Eagle Capital Appreciation fundamentals help investors to digest information that contributes to Eagle Capital's financial success or failures. It also enables traders to predict the movement of Eagle Mutual Fund. The fundamental analysis module provides a way to measure Eagle Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eagle Capital mutual fund.
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Eagle Capital Appreciation Mutual Fund Minimum Initial Investment Analysis
Eagle Capital's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
CompetitionBased on the recorded statements, Eagle Capital Appreciation has a Minimum Initial Investment of 0.0. This is 100.0% lower than that of the Carillon Family of Funds family and about the same as Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Eagle Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eagle Capital's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Eagle Capital could also be used in its relative valuation, which is a method of valuing Eagle Capital by comparing valuation metrics of similar companies.Eagle Capital is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Eagle Capital
The fund invests 99.59% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.41%) .Asset allocation divides Eagle Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Eagle Fundamentals
| Price To Earning | 18.66 X | |||
| Price To Book | 4.03 X | |||
| Price To Sales | 1.72 X | |||
| Total Asset | 657.21 M | |||
| Year To Date Return | 12.40 % | |||
| One Year Return | 44.21 % | |||
| Three Year Return | 14.25 % | |||
| Five Year Return | 17.34 % | |||
| Ten Year Return | 13.60 % | |||
| Net Asset | 499.61 M | |||
| Cash Position Weight | 0.41 % | |||
| Equity Positions Weight | 99.59 % |
About Eagle Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Eagle Capital Appreciation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eagle Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eagle Capital Appreciation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. 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 bureau of economic analysis. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Other Consideration for investing in Eagle Mutual Fund
If you are still planning to invest in Eagle Capital Apprec check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Eagle Capital's history and understand the potential risks before investing.
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