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Eagle Capital Appreciation C (HRCCX) Fund Ranking and Research

Ranking, Research and Recommendation of Eagle Capital Appreciation C (HRCCX) Fund

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

 

Graph of Eagle Capital Appreciation C Fund (HRCCX) ManagerFund Manager - Edward B. Wagner

Fund Manager Information

Fund Manager Tenure: 5.4 years
Similar Funds: HRCIX  HRCLX  HRCMX  HRCPX 
Fund Family: Eagle Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Eagle Capital Appreciation C Fund (HRCCX) ProfileEagle Capital Appreciation C Fund (HRCCX) Profile

Fund Profile and Description

Eagle Capital Appreciation C Fund seeks long-term capital appreciation. During normal market conditions, the fund seeks to achieve its objective by investing at least 65% of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be undervalued in relation to the company’s long-term growth fundamentals. Although the fund is diversified, it normally will hold a core portfolio of stocks of fewer companies than many other diversified funds.

 

Eagle Capital Appreciation C (HRCCX) Fund Strength What we like about Eagle Capital Appreciation C (HRCCX) Fund

Data for Eagle Capital Appreciation C Fund (HRCCX) as of May 30, 2016

  • Eagle Capital Appreciation C Fund (HRCCX) management has been with Eagle Capital Appreciation C Fund for 5.4 years
  • Eagle Capital Appreciation C Fund (HRCCX) has good short-term performance (1-year return 0.36% vs -1.74% Large Growth category median performance)
  • Eagle Capital Appreciation C Fund (HRCCX) has good mid-term performance (3-year return 11.98% vs 10.74% Large Growth category median performance)
  • Eagle Capital Appreciation C Fund (HRCCX) has good Long-term performance (5-year return 10.82% vs 10.14% Large Growth category median performance)
  • Eagle Capital Appreciation C Fund (HRCCX) ratio of up-years vs down years is greater than 2
  • Eagle Capital Appreciation C Fund (HRCCX) has an annual stock turnover rate of 42.00% vs Large Growth average of 50.46%. It is good that Eagle Capital Appreciation C management does not trade extensively for its return.
  • Eagle Capital Appreciation C Fund (HRCCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.72, lower than category average of 12.75

Eagle Capital Appreciation C Fund (HRCCX) Weakness What we are cautious about Eagle Capital Appreciation C (HRCCX) Fund

Data for Eagle Capital Appreciation C Fund (HRCCX) as of May 30, 2016

  • Eagle Capital Appreciation C Fund (HRCCX) has a Morningstar rating of 3 and below
  • Eagle Capital Appreciation C Fund (HRCCX) has a higher expense ratio of 1.96% than its Large Growth average of 1.17%
  • Eagle Capital Appreciation C Fund (HRCCX) carries a 1% load
See Eagle Capital Appreciation C Fund (HRCCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eagle Capital Appreciation C Fund (HRCCX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eagle Capital Appreciation C-0.860.3611.9810.82
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Eagle Capital Appreciation C Fund (HRCCX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Eagle Capital Appreciation C Fund (HRCCX) Net Asset TrackingEagle Capital Appreciation C (HRCCX) Fund Net Asset

Track net asset change of Eagle Capital Appreciation C fund (HRCCX)

DateNet Asset
05/2016$340.34M
03/2016$340.58M
02/2016$319.96M
More historic net asset information on Eagle Capital Appreciation C Fund (HRCCX)

  

Graph of Eagle Capital Appreciation C Fund (HRCCX) Portfolio TrackingEagle Capital Appreciation C (HRCCX) Fund Portfolio Allocation

Track portfolio allocation change of Eagle Capital Appreciation C fund (HRCCX)

DateCashStockBondOther
03/20160.99%99.01%0%0%
12/20151.05%98.95%0%0%
09/20150.26%99.74%0%0%
Click here to see more historic asset allocation information on Eagle Capital Appreciation C Fund (HRCCX)

 

graph of Eagle Capital Appreciation C Fund (HRCCX) Top 10 Position TrackingTop 10 Holdings in Eagle Capital Appreciation C (HRCCX) Fund

Discover what Eagle Capital Appreciation C Fund (HRCCX) manager is buying

Mar 30, 2016
Apple Inc. [5.01%]
Facebook, Inc. [3.18%]
Alphabet Inc. [3.07%]
Microsoft Corporation [3.02%]
Mastercard Incorporated Common [2.61%]
Home Depot, Inc. (The) Common S [2.56%]
Gilead Sciences, Inc. [2.47%]
Reynolds American Inc Common St [2.33%]
Amazon.com, Inc. [2.31%]
Alphabet Inc. [2.31%]

Dec 30, 2015
Apple Inc. [4.95%]
Alphabet Inc. [3.08%]
Amazon.com, Inc. [3.07%]
Microsoft Corporation [2.99%]
Gilead Sciences, Inc. [2.68%]
Mastercard Incorporated Common [2.65%]
Home Depot, Inc. (The) Common S [2.5%]
Nike, Inc. Common Stock [2.38%]
Alphabet Inc. [2.32%]
Reynolds American Inc Common St [2.11%]

Sep 29, 2015
Apple Inc. [5.65%]
Gilead Sciences, Inc. [2.71%]
Nike, Inc. Common Stock [2.67%]
Alphabet Inc. [2.63%]
Mastercard Incorporated Common [2.56%]
Microsoft Corporation [2.48%]
Amazon.com, Inc. [2.42%]
Pepsico, Inc. Common Stock [2.38%]
Northrop Grumman Corporation Co [2.29%]
Home Depot, Inc. (The) Common S [2.27%]
Click here for Stock Holding Change Map in Eagle Capital Appreciation C Fund (HRCCX)

  

Latest News on Eagle Capital Appreciation C (HRCCX) Fund

See what is happening with Eagle Capital Appreciation C Fund (HRCCX)

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Eagle Capital Appreciation C Fund (HRCCX) Related ResourcesSee more information on Eagle Capital Appreciation C (HRCCX) Fund

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