Mutual Fund Insights: Eagle Mid Cap Growth R3 Fund (HAREX)

In-depth Analysis of Eagle Mid Cap Growth R3 Fund (HAREX)

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See Eagle Mid Cap Growth R3 Fund (HAREX) performance details as of January 31, 2010

  

Last Trade: $25.59 on 3/18/2010, Change: -0.15 (-0.58%)

Experiment our closing price forecasting tool for Eagle Mid Cap Growth R3 Fund (HAREX) (alpha release)

  

Fund Manager - Bert L. Boksen

Fund Manager Tenure: 11.6 years   [Similar Funds: HARSX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

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.  Get more insights on Bert L. Boksen

  

 What we like about Eagle Mid Cap Growth R3 Fund (HAREX)

Data for Eagle Mid Cap Growth R3 Fund (HAREX) as of January 31, 2010

• Eagle Mid Cap Growth R3 Fund (HAREX) management has been with Eagle Mid Cap Growth R3 Fund for 11.6 years
• Eagle Mid Cap Growth R3 Fund (HAREX) has good short-term performance (1-year return 40.17% vs 39.73% Mid-Cap Growth category average)
• Eagle Mid Cap Growth R3 Fund (HAREX) has good mid-term performance (3-year return -0.54% vs -5.54% Mid-Cap Growth category average)
• Eagle Mid Cap Growth R3 Fund (HAREX) has good Long-term performance (5-year return 3.52% vs 1.43% Mid-Cap Growth category average)
• Eagle Mid Cap Growth R3 Fund (HAREX) has a Morningstar rating of 4 and above
• Eagle Mid Cap Growth R3 Fund (HAREX) has an annual stock turnover rate of 127.00% vs Mid-Cap Growth average of 138.22%. It is good that Eagle Mid Cap Growth R3 management does not trade extensively for its return.
• Eagle Mid Cap Growth R3 Fund (HAREX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.4, lower than category average of 23.72

  

 What we are cautious about Eagle Mid Cap Growth R3 Fund (HAREX)

Data for Eagle Mid Cap Growth R3 Fund (HAREX) as of January 31, 2010

• Eagle Mid Cap Growth R3 Fund (HAREX) has a higher management fee of 1.62% than its Mid-Cap Growth average of 1.46%
• Even though Eagle Mid Cap Growth R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Eagle Mid Cap Growth R3 Fund (HAREX) performance details as of January 31, 2010

  

  

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Eagle Mid Cap Growth R3 Fund (HAREX) Net Asset

Track net asset change of Eagle Mid Cap Growth R3 fund (HAREX)

Date	Net Asset
01/2010	$390.00K
11/2009	$470.00K
10/2009	$430.00K

More historic net asset information on Eagle Mid Cap Growth R3 Fund (HAREX)

  

Eagle Mid Cap Growth R3 Fund (HAREX) Portfolio Allocation

Track portfolio allocation change of Eagle Mid Cap Growth R3 fund (HAREX)

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

Click here to see more historic asset allocation information on Eagle Mid Cap Growth R3 Fund (HAREX)

  

Most Recent Top 10 Holdings in Eagle Mid Cap Growth R3 Fund (HAREX)

Discover what Eagle Mid Cap Growth R3 Fund (HAREX) manager is buying

30-Sep-09 MICRON TECHNOLOGY [3.55%] TD Ameritrade Holding Corporati [2.91%] HUNTSMAN CORPORATION [2.8%] AMERIPRISE FINANCIAL [2.75%] CHURCH DWIGHT CO INC [2.71%] Mylan Inc. [2.67%] LIMITED BRANDS INC [2.66%] Rovi Corporation [2.62%] WESTERN DIGITAL CP [2.62%] CARNIVAL CORP [2.55%]

30-Jun-09 COACH [3.18%] TD Ameritrade Holding Corporati [3.13%] CHURCH & DWIGHT [3.02%] Express Scripts, Inc. [2.55%] Penn National Gaming, Inc. [2.46%] CARNIVAL [2.45%] MICRON TECHNOLOGY [2.44%] CNX GAS CORP [2.41%] DENBURY RESOURCES [2.33%] ANSYS, Inc. [2.32%]

31-Mar-09 RENAISSANCERE LTD [3.37%] L-3 COMM HLDGS INC [3.16%] TD Ameritrade Holding Corporati [3.05%] DENBURY RES INC (HLD [2.91%] DOLBY LABORATORIES [2.8%] Netflix, Inc. [2.71%] BALLY TECHNOLOGIES [2.68%] IAC/InterActiveCorp [2.64%] First Solar, Inc. [2.6%] Mylan Inc. [2.59%]

Click here for Stock Holding Change Map in Eagle Mid Cap Growth R3 Fund (HAREX)

  

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See more information on Eagle Mid Cap Growth R3 Fund (HAREX)

• Eagle Mid Cap Growth R3 Fund Insights
• Eagle Mid Cap Growth R3 Fund Performance Data
• Eagle Mid Cap Growth R3 Fund News
• Eagle Mid Cap Growth R3 Fund Score Explaination
• Eagle Mid Cap Growth R3 Fund Manager Information
• Historic Eagle Mid Cap Growth R3 Fund Asset Allocation Report
• Historic Eagle Mid Cap Growth R3 Fund Top 10 Holding Tracking
• Historic Eagle Mid Cap Growth R3 Fund Asset Under Management Tracking