Eagle Small Cap Growth C 880 Carillon Parkway St Petersburg, FL 33716 Map
Phone: 800-421-4184
| Category: | Small Growth | | Fund Family: | Eagle Funds | | Net Assets: | 59.92M | | Year-to-Date Return: | 18.58% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Apr-95 |
|
Bert L. Boksen
Lead Manager since
03-Aug-95 | | | Boksen is responsible for the management of Small and Mid Cap Growth portfolios. Before joining Eagle in 1995, he 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, He was an analyst for Standard & Poor's. Boksen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in stocks of small-capitalization companies with a total market capitalization of less than $2 billion. It invests in stocks of companies that appear to be undervalued in relation to their long-term earning power or the asset value of their issuers and that appear to have significant future growth potential. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(13-Dec-07):
| 5.84 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.21% |
|
| Expense | HSCCX | Category Avg | | Total Expense Ratio: | 2.31%
| 1.61% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 724 | $680 | | 5 Yr Expense Projection*: |
$ 1,240 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,656 | $2,174 |
|
|