Eagle Mid Cap Growth I
880 Carillon Parkway St Petersburg, FL 33716
Map
Phone: 800-421-4184
| Category: | Mid-Cap Growth | | Fund Family: | Eagle Funds | | Net Assets: | 5.89M | | Year-to-Date Return: | 31.36% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Jun-06 |
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Bert L. Boksen
Lead Manager since
20-Aug-98 | | | Bert has 30 years of investment experience and is responsible for the management of Small and Mid Cap Growth portfolios. Before joining Eagle in 1995, Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor?s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. |
| Min Initial Investment: | $2,500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the equity securities of mid-cap companies that, at the time of initial purchase by the Portfolio, have market capitalizations that fell within the range of companies included in the Russell Midcap? Growth Index during the most recent 12-month period. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(13-Dec-07):
| 5.36 | | Annual Holdings Turnover
| 141.00% | | Average for Category:
| 132.16% |
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| Expense | HAGIX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.47% Nasdaq 0.00%
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