Eagle Small Cap Fund Manager Performance Evaluation
| HSIIX Fund | USD 26.97 0.04 0.15% |
The fund shows a Beta (market volatility) of 1.15, which means a somewhat significant risk relative to the market. Eagle Small returns are very sensitive to returns on the market. As the market goes up or down, Eagle Small is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eagle Small Cap are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Eagle Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.8800 |
Eagle |
Eagle Small Relative Risk vs. Return Landscape
If you would invest 2,550 in Eagle Small Cap on October 29, 2025 and sell it today you would earn a total of 147.00 from holding Eagle Small Cap or generate 5.76% return on investment over 90 days. Eagle Small Cap is currently producing 0.0983% returns and takes up 1.1359% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Eagle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eagle Small Current Valuation
Fairly Valued
Today
Please note that Eagle Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Eagle Small Cap shows a prevailing Real Value of $26.64 per share. The current price of the fund is $26.97. We determine the value of Eagle Small 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eagle Mutual Fund. However, Eagle Small'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 26.97 | Real 26.64 | Hype 26.97 | Naive 27.18 |
The intrinsic value of Eagle Small'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 Small'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 Small 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 Small more accurately as focusing exclusively on Eagle Small's fundamentals will not take into account other important factors: Eagle Small Target Price Odds to finish over Current Price
The tendency of Eagle Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 26.97 | 90 days | 26.97 | about 8.08 |
Based on a normal probability distribution, the odds of Eagle Small to move above the current price in 90 days from now is about 8.08 (This Eagle Small Cap probability density function shows the probability of Eagle Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.15 . This usually indicates Eagle Small Cap market returns are sensitive to returns on the market. As the market goes up or down, Eagle Small is expected to follow. Additionally Eagle Small Cap has an alpha of 0.0088, implying that it can generate a 0.008759 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Eagle Small Price Density |
| Price |
Predictive Modules for Eagle Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Eagle Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Eagle Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Eagle Small is not an exception. The market had few large corrections towards the Eagle Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Eagle Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Eagle Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 1.15 | |
σ | Overall volatility | 0.85 | |
Ir | Information ratio | 0.02 |
Eagle Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Eagle Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Eagle Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness - Barrons | |
| The fund retains all of its assets under management (AUM) in equities |
Eagle Small Fundamentals Growth
Eagle Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eagle Small, and Eagle Small 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 | 1.07 X | ||||
| Price To Book | 3.02 X | ||||
| Price To Sales | 1.66 X | ||||
| Total Asset | 168.36 M | ||||
About Eagle Small Performance
Evaluating Eagle Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eagle Small 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 Small 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 stocks of small-capitalization companies. Carillon Eagle is traded on NASDAQ Exchange in the United States.Things to note about Eagle Small Cap performance evaluation
Checking the ongoing alerts about Eagle Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eagle Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness - Barrons | |
| The fund retains all of its assets under management (AUM) in equities |
- Analyzing Eagle Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Eagle Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eagle Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eagle Small's mutual fund. These opinions can provide insight into Eagle Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Eagle Mutual Fund
Eagle Small 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 Small security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |