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Eagle Mid Cap Growth R5 (HARSX) Fund Ranking and Research

Ranking, Research and Recommendation of Eagle Mid Cap Growth R5 (HARSX) Fund

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

 

Graph of Eagle Mid Cap Growth R5 Fund (HARSX) ManagerFund Manager - Eric Mintz

Fund Manager Information

Fund Manager Tenure: 8.4 years
Similar Funds: HAREX 
Fund Family: Eagle Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
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.  Get more insights on Eric Mintz

 

Graph of Eagle Mid Cap Growth R5 Fund (HARSX) ProfileEagle Mid Cap Growth R5 Fund (HARSX) Profile

Fund Profile and Description

Eagle Mid Cap Growth R5 Fund seeks long-term capital appreciation. Eagle Mid Cap Growth R5 Fund normally invests at least 80% of assets in the equity securities of mid-cap companies that, at the time of initial purchase by the Portfolio, have market capitalizations that fell within the range of companies included in the Russell Midcap Growth index during the most recent 12-month period.

 

Eagle Mid Cap Growth R5 (HARSX) Fund Strength What we like about Eagle Mid Cap Growth R5 (HARSX) Fund

Data for Eagle Mid Cap Growth R5 Fund (HARSX) as of May 30, 2016

  • Eagle Mid Cap Growth R5 Fund (HARSX) management has been with Eagle Mid Cap Growth R5 Fund for 8.4 years
  • Eagle Mid Cap Growth R5 Fund (HARSX) has good short-term performance (1-year return -5.38% vs -5.73% Mid-Cap Growth category median performance)
  • Eagle Mid Cap Growth R5 Fund (HARSX) has good mid-term performance (3-year return 10.04% vs 8.38% Mid-Cap Growth category median performance)
  • Eagle Mid Cap Growth R5 Fund (HARSX) has good Long-term performance (5-year return 8.87% vs 7.70% Mid-Cap Growth category median performance)
  • Eagle Mid Cap Growth R5 Fund (HARSX) ratio of up-years vs down years is greater than 2
  • Asset base in Eagle Mid Cap Growth R5 Fund (HARSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Eagle Mid Cap Growth R5 Fund (HARSX) has a lower expense ratio than its Mid-Cap Growth average: 0.82% vs 1.28%
  • Eagle Mid Cap Growth R5 Fund (HARSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Eagle Mid Cap Growth R5 Fund (HARSX) Weakness What we are cautious about Eagle Mid Cap Growth R5 (HARSX) Fund

Data for Eagle Mid Cap Growth R5 Fund (HARSX) as of May 30, 2016

  • Eagle Mid Cap Growth R5 Fund (HARSX) has a Morningstar rating of 3 and below
  • Eagle Mid Cap Growth R5 Fund (HARSX) has an annual stock turnover rate of 52.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Eagle Mid Cap Growth R5 is more nimble, but also signal potential high tax impact and high trading fees
  • Eagle Mid Cap Growth R5 Fund (HARSX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.55 that is higher than category average of 13.49
See Eagle Mid Cap Growth R5 Fund (HARSX) performance details as of May 30, 2016

 

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Compare Eagle Mid Cap Growth R5 Fund (HARSX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eagle Mid Cap Growth R5-0.07-5.3810.048.87
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Eagle Mid Cap Growth R5 Fund (HARSX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Eagle Mid Cap Growth R5 Fund (HARSX) Net Asset TrackingEagle Mid Cap Growth R5 (HARSX) Fund Net Asset

Track net asset change of Eagle Mid Cap Growth R5 fund (HARSX)

DateNet Asset
05/2016$1.36B
03/2016$1.28B
02/2016$1.19B
More historic net asset information on Eagle Mid Cap Growth R5 Fund (HARSX)

  

Graph of Eagle Mid Cap Growth R5 Fund (HARSX) Portfolio TrackingEagle Mid Cap Growth R5 (HARSX) Fund Portfolio Allocation

Track portfolio allocation change of Eagle Mid Cap Growth R5 fund (HARSX)

DateCashStockBondOther
03/20161.01%98.99%0%0%
12/20152.48%97.52%0%0%
09/20151.78%98.22%0%0%
Click here to see more historic asset allocation information on Eagle Mid Cap Growth R5 Fund (HARSX)

 

graph of Eagle Mid Cap Growth R5 Fund (HARSX) Top 10 Position TrackingTop 10 Holdings in Eagle Mid Cap Growth R5 (HARSX) Fund

Discover what Eagle Mid Cap Growth R5 Fund (HARSX) manager is buying

Mar 30, 2016
Constellation Brands, Inc. Comm [2.95%]
Waste Connections, Inc. Common [2.54%]
Royal Caribbean Cruises Ltd. Co [2.4%]
Sirius XM Holdings Inc. [2.19%]
Harman International Industries [2.14%]
Liberty Interactive Corporation [1.9%]
Church & Dwight Company, Inc. C [1.9%]
Tractor Supply Company [1.74%]
SBA Communications Corporation [1.73%]
Martin Marietta Materials, Inc. [1.65%]

Dec 30, 2015
Monster Beverage Corporation [3.36%]
Constellation Brands, Inc. Comm [2.77%]
Royal Caribbean Cruises Ltd. Co [2.33%]
Waste Connections, Inc. Common [2.15%]
Sirius XM Holdings Inc. [2.04%]
Harman International Industries [1.93%]
Centene Corporation Common Stoc [1.8%]
Acuity Brands Inc (Holding Comp [1.8%]
Church & Dwight Company, Inc. C [1.69%]
Ameriprise Financial, Inc. Comm [1.68%]

Sep 29, 2015
Monster Beverage Corporation [3.16%]
Constellation Brands, Inc. Comm [2.55%]
Royal Caribbean Cruises Ltd. Co [2.31%]
Sirius XM Holdings Inc. [2.12%]
Harman International Industries [2.12%]
Waste Connections, Inc. Common [1.88%]
Church & Dwight Company, Inc. C [1.78%]
Liberty Interactive Corporation [1.71%]
Ameriprise Financial, Inc. Comm [1.71%]
SBA Communications Corporation [1.67%]
Click here for Stock Holding Change Map in Eagle Mid Cap Growth R5 Fund (HARSX)

  

Latest News on Eagle Mid Cap Growth R5 (HARSX) Fund

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