Eagle Small Cap Growth A
880 Carillon Parkway St Petersburg, FL 33716
Map
Phone: 800-421-4184
| Category: | Small Growth | | Fund Family: | Eagle Funds | | Net Assets: | 221.78M | | Year-to-Date Return: | -5.14% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-May-93 |
|
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: | $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
(27-Dec-95):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 5.84 | | Annual Holdings Turnover
| 110.00% | | Average for Category:
| 131.92% |
|
| Expense | HRSCX | Category
Avg | | Total Expense Ratio: | 1.52%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$ 935 | $690 | | 5 Yr Expense Projection*: |
$ 1,269 | $1,094 | | 10 Yr Expense Projection*: |
$ 2,212 | $2,198 |
|
|
0.41% Nasdaq 
Profile
