Eagle Small Cap Growth I 880 Carillon Parkway St Petersburg, FL 33716 Map
Phone: 800-421-4184
| Category: | Small Growth | | Fund Family: | Eagle Funds | | Net Assets: | 20.55M | | Year-to-Date Return: | 24.36% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jun-06 |
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Bert L. Boksen
Lead Manager since
03-Aug-95 | | | 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 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:
| 133.38% |
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| Expense | HSIIX | Category Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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