Mutual Fund Insights: Eagle Small Cap Core Value A Fund (EGEAX)

In-depth Analysis of Eagle Small Cap Core Value A Fund (EGEAX)

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See Eagle Small Cap Core Value A Fund (EGEAX) performance details as of January 31, 2010

  

Last Trade: $18.91 on 3/16/2010, Change: +0.12 (0.64%)

Experiment our closing price forecasting tool for Eagle Small Cap Core Value A Fund (EGEAX) (alpha release)

  

Fund Manager - David M. Adams

Fund Manager Tenure: years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Adams is a portfolio manager with Eagle Boston Investment Management, Inc. Previously, he was with Pioneer Investment Management from 1994 to 2006 and served as a portfolio manager and head of small cap investing from 2002 to 2006. Adams holds the Chartered Financial Analyst designation.  Get more insights on David M. Adams

  

 What we like about Eagle Small Cap Core Value A Fund (EGEAX)

Data for Eagle Small Cap Core Value A Fund (EGEAX) as of January 31, 2010

• Eagle Small Cap Core Value A Fund (EGEAX) ratio of up-years vs down years is greater than 2
• Eagle Small Cap Core Value A Fund (EGEAX) has an annual stock turnover rate of 23.00% vs Small Value average of 83.25%. It is good that Eagle Small Cap Core Value A management does not trade extensively for its return.
• Eagle Small Cap Core Value A Fund (EGEAX) has a lower management fee than its Small Value average: 1.46% vs 1.50%

  

 What we are cautious about Eagle Small Cap Core Value A Fund (EGEAX)

Data for Eagle Small Cap Core Value A Fund (EGEAX) as of January 31, 2010

• Eagle Small Cap Core Value A Fund (EGEAX) management has been with Eagle Small Cap Core Value A Fund for only years, it is hard to judge manager's ability based on this fund's operation record
• Eagle Small Cap Core Value A Fund (EGEAX) has a less-than-ideal short-term performance (1-year return 43.82% vs 44.52% Small Value category average)
• Eagle Small Cap Core Value A Fund (EGEAX) is less safe compared to its Small Value peers
• Eagle Small Cap Core Value A Fund (EGEAX) carries a 4.75% load

See Eagle Small Cap Core Value A Fund (EGEAX) performance details as of January 31, 2010

  

  

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Eagle Small Cap Core Value A Fund (EGEAX) Net Asset

Track net asset change of Eagle Small Cap Core Value A fund (EGEAX)

Date	Net Asset
01/2010	$6.71M
11/2009	$5.99M
10/2009	$5.64M

More historic net asset information on Eagle Small Cap Core Value A Fund (EGEAX)

  

Eagle Small Cap Core Value A Fund (EGEAX) Portfolio Allocation

Track portfolio allocation change of Eagle Small Cap Core Value A fund (EGEAX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
06/2009	0.01%	99.99%	0%	0%
03/2009	0.01%	99.99%	0%	0%

Click here to see more historic asset allocation information on Eagle Small Cap Core Value A Fund (EGEAX)

  

Most Recent Top 10 Holdings in Eagle Small Cap Core Value A Fund (EGEAX)

Discover what Eagle Small Cap Core Value A Fund (EGEAX) manager is buying

30-Sep-09 Aspen Technology, Inc. [1.99%] Net 1 UEPS Technologies, Inc. [1.99%] AGL RESOURCES INC [1.99%] Euronet Worldwide, Inc. [1.98%] SPSS, Inc. [1.97%] IAMGOLD CORPORATION [1.92%] Merit Medical Systems, Inc. [1.91%] HERBALIFE LTD. [1.78%] OCEANEERING INTL INC [1.76%] Bottomline Technologies, Inc. [1.71%]

30-Jun-09 Merit Medical Systems, Inc. [2.13%] AGL RESOURCES [2.13%] Aspen Technology, Inc. [2.06%] IAMGold Corporation [2.04%] HERBALIFE LTD [2.04%] John Wiley & Sons, Inc. A [2%] Amsurg Corp. [1.96%] Euronet Worldwide, Inc. [1.9%] MEDNAX INC (HOLDING COMPANY) [1.77%] DRESSER-RAND GROUP INC [1.67%]

31-Mar-09 U R S CP [2.48%] AGL RESOURCES INC [2.3%] OCEANEERING INTL INC [2.3%] INTERACTIVE DATA CP [2.28%] Aspen Technology, Inc. [2.25%] John Wiley & Sons, Inc. A [2.22%] IAMGOLD CORPORATION [2.15%] SYBASE INC [2.14%] iShares Russell 2000 Index [2.13%] DRESSER-RAND GROUP [2.11%]

Click here for Stock Holding Change Map in Eagle Small Cap Core Value A Fund (EGEAX)

  

Related books and products to Eagle Small Cap Core Value A Fund (EGEAX)

  

Latest News on Eagle Small Cap Core Value A (EGEAX)

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See more information on Eagle Small Cap Core Value A Fund (EGEAX)

• Eagle Small Cap Core Value A Fund Insights
• Eagle Small Cap Core Value A Fund Performance Data
• Eagle Small Cap Core Value A Fund News
• Eagle Small Cap Core Value A Fund Score Explaination
• Eagle Small Cap Core Value A Fund Manager Information
• Historic Eagle Small Cap Core Value A Fund Asset Allocation Report
• Historic Eagle Small Cap Core Value A Fund Top 10 Holding Tracking
• Historic Eagle Small Cap Core Value A Fund Asset Under Management Tracking