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Eagle Capital Appreciation R3 (HRCLX) Fund Ranking and Research

Ranking, Research and Recommendation of Eagle Capital Appreciation R3 (HRCLX) Fund

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

 

Graph of Eagle Capital Appreciation R3 Fund (HRCLX) ManagerFund Manager - Edward B. Wagner

Fund Manager Information

Fund Manager Tenure: 5.4 years
Similar Funds: HRCCX  HRCIX  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 R3 Fund (HRCLX) ProfileEagle Capital Appreciation R3 Fund (HRCLX) Profile

Fund Profile and Description

Eagle Capital Appreciation R3 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 R3 (HRCLX) Fund Strength What we like about Eagle Capital Appreciation R3 (HRCLX) Fund

Data for Eagle Capital Appreciation R3 Fund (HRCLX) as of May 30, 2016

  • Eagle Capital Appreciation R3 Fund (HRCLX) management has been with Eagle Capital Appreciation R3 Fund for 5.4 years
  • Eagle Capital Appreciation R3 Fund (HRCLX) has good short-term performance (1-year return 0.85% vs -1.74% Large Growth category median performance)
  • Eagle Capital Appreciation R3 Fund (HRCLX) has good mid-term performance (3-year return 12.49% vs 10.74% Large Growth category median performance)
  • Eagle Capital Appreciation R3 Fund (HRCLX) has good Long-term performance (5-year return 11.28% vs 10.14% Large Growth category median performance)
  • Eagle Capital Appreciation R3 Fund (HRCLX) ratio of up-years vs down years is greater than 2
  • Eagle Capital Appreciation R3 Fund (HRCLX) has a Morningstar rating of 4 and above
  • Eagle Capital Appreciation R3 Fund (HRCLX) has an annual stock turnover rate of 42.00% vs Large Growth average of 50.46%. It is good that Eagle Capital Appreciation R3 management does not trade extensively for its return.
  • Eagle Capital Appreciation R3 Fund (HRCLX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.73, lower than category average of 12.75

Eagle Capital Appreciation R3 Fund (HRCLX) Weakness What we are cautious about Eagle Capital Appreciation R3 (HRCLX) Fund

Data for Eagle Capital Appreciation R3 Fund (HRCLX) as of May 30, 2016

  • Eagle Capital Appreciation R3 Fund (HRCLX) has a higher expense ratio of 1.51% than its Large Growth average of 1.17%
  • Even though Eagle Capital Appreciation R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Eagle Capital Appreciation R3 Fund (HRCLX) performance details as of May 30, 2016

 

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Compare Eagle Capital Appreciation R3 Fund (HRCLX)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 R3-0.650.8512.4911.28
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 R3 Fund (HRCLX)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 R3 Fund (HRCLX) Net Asset TrackingEagle Capital Appreciation R3 (HRCLX) Fund Net Asset

Track net asset change of Eagle Capital Appreciation R3 fund (HRCLX)

DateNet Asset
05/2016$340.34M
03/2016$340.58M
02/2016$319.96M
More historic net asset information on Eagle Capital Appreciation R3 Fund (HRCLX)

  

Graph of Eagle Capital Appreciation R3 Fund (HRCLX) Portfolio TrackingEagle Capital Appreciation R3 (HRCLX) Fund Portfolio Allocation

Track portfolio allocation change of Eagle Capital Appreciation R3 fund (HRCLX)

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 R3 Fund (HRCLX)

 

graph of Eagle Capital Appreciation R3 Fund (HRCLX) Top 10 Position TrackingTop 10 Holdings in Eagle Capital Appreciation R3 (HRCLX) Fund

Discover what Eagle Capital Appreciation R3 Fund (HRCLX) 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 R3 Fund (HRCLX)

  

Latest News on Eagle Capital Appreciation R3 (HRCLX) Fund

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Eagle Capital Appreciation R3 Fund (HRCLX) Related ResourcesSee more information on Eagle Capital Appreciation R3 (HRCLX) Fund

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