Eagle Mid Cap Growth R3
Eagle Series Trust880 Carillon ParkwaySt Petersburg, FL 33716
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Phone: 800-421-4184
| Category: | Mid-Cap Growth | | Fund Family: | Eagle Funds | | Net Assets: | 166.90M | | Year-to-Date Return: | 1.29% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Jan-2009 |
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Christopher Sassouni
Lead Manager since
31-Jan-2006 | | | Sassouni is assistant portfolio manager and vice President. Sassouni served as a senior research analyst with Eagle since September 2003 and as President and CEO of Healthcare Investment Advisers, Inc. from 1999 to 2003. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | 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
| N/A | | Last Cap Gain
(7-Dec-06):
| 2.57 | | Annual Holdings Turnover
(18-Mar-10):
| 127.00% | | Average for Category:
| 140.76% |
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| Expense | HAREX | Category
Avg | | Total Expense Ratio: | 1.74%
| 1.47% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$ 511 | $65 | | 5 Yr Expense Projection*: |
$ 881 | $103 | | 10 Yr Expense Projection*: |
$ 1,922 | $206 |
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0.35% Nasdaq 
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