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Eagle Smaller Company A (EGEAX) Fund Ranking and Research

Ranking, Research and Recommendation of Eagle Smaller Company A (EGEAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Eagle Smaller Company A Fund (EGEAX) ManagerFund Manager - Matthew J. McGeary

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: EGECX  EGEIX  EGERX  EGESX 
Fund Family: Eagle Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Eagle Smaller Company A Fund (EGEAX) ProfileEagle Smaller Company A Fund (EGEAX) Profile

Fund Profile and Description

Eagle Smaller Company A Fund seeks capital growth. Eagle Smaller Company A Fund seeks to achieve its objective by investing at least 80% of net assets (plus the amount of any borrowings for investment purposes) in equities of small-capitalization companies. Eagle Smaller Company A Fund’s portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 index during the most recent 12-month period.

 

Eagle Smaller Company A (EGEAX) Fund Strength What we like about Eagle Smaller Company A (EGEAX) Fund

Data for Eagle Smaller Company A Fund (EGEAX) as of May 30, 2016

  • Eagle Smaller Company A Fund (EGEAX) management has been with Eagle Smaller Company A Fund for 5.7 years
  • Eagle Smaller Company A Fund (EGEAX) has good short-term performance (1-year return -1.39% vs -7.74% Small Growth category median performance)
  • Eagle Smaller Company A Fund (EGEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.71, lower than category average of 15.82

Eagle Smaller Company A Fund (EGEAX) Weakness What we are cautious about Eagle Smaller Company A (EGEAX) Fund

Data for Eagle Smaller Company A Fund (EGEAX) as of May 30, 2016

  • Eagle Smaller Company A Fund (EGEAX) has a less-than-ideal mid-term performance (3-year return 5.68% vs 6.86% Small Growth category median performance)
  • Eagle Smaller Company A Fund (EGEAX) has a less-than-ideal Long-term performance (5-year return 6.66% vs 7.01% Small Growth category median performance)
  • Eagle Smaller Company A Fund (EGEAX) ratio of up-years vs down years can be improved
  • Eagle Smaller Company A Fund (EGEAX) has a Morningstar rating of 3 and below
  • Eagle Smaller Company A Fund (EGEAX) has an annual stock turnover rate of 79.00% that is higher than the Small Growth average of 63.11%. This could mean Eagle Smaller Company A is more nimble, but also signal potential high tax impact and high trading fees
  • Eagle Smaller Company A Fund (EGEAX) does not have a good risk adjusted return as its 3-year Alpha of -5.22 is worse than category average of -3.8, and its 3-year Sharpe ratio is 0.46
  • Eagle Smaller Company A Fund (EGEAX) has a higher expense ratio of 1.41% than its Small Growth average of 1.31%
  • Eagle Smaller Company A Fund (EGEAX) carries a 4.75% load
  • Asset base in Eagle Smaller Company A Fund (EGEAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Eagle Smaller Company A Fund (EGEAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eagle Smaller Company A Fund (EGEAX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eagle Smaller Company A6.49-1.395.686.66
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Eagle Smaller Company A Fund (EGEAX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Eagle Smaller Company A Fund (EGEAX) Net Asset TrackingEagle Smaller Company A (EGEAX) Fund Net Asset

Track net asset change of Eagle Smaller Company A fund (EGEAX)

DateNet Asset
05/2016$46.74M
03/2016$51.01M
02/2016$53.76M
More historic net asset information on Eagle Smaller Company A Fund (EGEAX)

  

Graph of Eagle Smaller Company A Fund (EGEAX) Portfolio TrackingEagle Smaller Company A (EGEAX) Fund Portfolio Allocation

Track portfolio allocation change of Eagle Smaller Company A fund (EGEAX)

DateCashStockBondOther
03/20162.89%97.11%0%0%
12/20152.42%97.58%0%0%
09/20151.18%98.82%0%0%
Click here to see more historic asset allocation information on Eagle Smaller Company A Fund (EGEAX)

 

graph of Eagle Smaller Company A Fund (EGEAX) Top 10 Position TrackingTop 10 Holdings in Eagle Smaller Company A (EGEAX) Fund

Discover what Eagle Smaller Company A Fund (EGEAX) manager is buying

Mar 30, 2016
Ellie Mae, Inc. Common Stock [1.86%]
Qlik Technologies Inc. [1.7%]
Balchem Corporation [1.65%]
Treehouse Foods, Inc. Common St [1.57%]
Berry Plastics Group, Inc. Comm [1.57%]
NICE-Systems Limited [1.5%]
Heico Corporation Common Stock [1.41%]
Monro Muffler Brake, Inc. [1.39%]
PRA Group, Inc. [1.38%]
Caseys General Stores, Inc. [1.37%]

Dec 30, 2015
Qlik Technologies Inc. [1.93%]
NICE-Systems Limited [1.85%]
Ellie Mae, Inc. Common Stock [1.8%]
Signature Bank [1.72%]
Balchem Corporation [1.68%]
STERIS plc Ordinary Shares [1.67%]
Berry Plastics Group, Inc. Comm [1.63%]
Caseys General Stores, Inc. [1.51%]
Treehouse Foods, Inc. Common St [1.47%]
Gentherm Inc [1.46%]

Sep 29, 2015
Balchem Corporation [1.66%]
Solarwinds, Inc. Common Stock [1.65%]
NICE-Systems Limited [1.59%]
STERIS plc Ordinary Shares [1.58%]
Jarden Corporation Common Stock [1.55%]
Signature Bank [1.53%]
Treehouse Foods, Inc. Common St [1.45%]
Gentherm Inc [1.38%]
Power Integrations, Inc. [1.37%]
Western Alliance Bancorporation [1.35%]
Click here for Stock Holding Change Map in Eagle Smaller Company A Fund (EGEAX)

  

Latest News on Eagle Smaller Company A (EGEAX) Fund

See what is happening with Eagle Smaller Company A Fund (EGEAX)

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Eagle Smaller Company A Fund (EGEAX) Related ResourcesSee more information on Eagle Smaller Company A (EGEAX) Fund

Popular pages on Eagle Smaller Company A (EGEAX) Fund

  

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