Eagle Small Cap Growth R3
Eagle Series Trust880 Carillon ParkwaySt Petersburg, FL 33716
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Phone: 800-421-4184
| Category: | Small Growth | | Fund Family: | Eagle Funds | | Net Assets: | 356.28M | | Year-to-Date Return: | -0.75% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Sep-2006 |
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Eric Mintz
Lead Manager since
01-Mar-2008 | | | Mintz has been Assistant Portfolio Manager since 2008 and Senior Research Analyst at Eagle since 2005. He served as Vice President of equity research for the Oakmont Corporation from 1999 to 2005.
Mintz holds the Chartered Financial Analyst designation. |
| 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 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
| N/A | | Last Cap Gain
(13-Dec-07):
| 5.84 | | Annual Holdings Turnover
(18-Mar-10):
| 110.00% | | Average for Category:
| 136.50% |
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| Expense | HSRRX | Category
Avg | | Total Expense Ratio: | 1.54%
| 1.60% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 511 | $69 | | 5 Yr Expense Projection*: |
$ 881 | $111 | | 10 Yr Expense Projection*: |
$ 1,922 | $224 |
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0.35% Nasdaq 
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