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Fund Intelligence | Best Managers | HRCLX Insights | HRCLX Score | HRCLX Performance | HRCLX Manager | HRCLX News | HRCLX Allocation | HRCLX Holdings Change

Mutual Fund Insights: Eagle Capital Appreciation R3 Fund (HRCLX)

In-depth Analysis of Eagle Capital Appreciation R3 Fund (HRCLX)

Mutual fund chart: Eagle Capital Appreciation R3 Fund (HRCLX)

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See Eagle Capital Appreciation R3 Fund (HRCLX) performance details as of January 31, 2010

  

    Last Trade: $25.52 on 3/16/2010, Change: +0.16 (0.63%)
Experiment our closing price forecasting tool for Eagle Capital Appreciation R3 Fund (HRCLX) (alpha release)

  

Fund Manager - David G. Shell

Fund Manager Tenure: 7.2 years   [Similar Funds: HRCCX  HRCIX  HRCMX  HRCPX ]
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Shell is a managing director/partner of Goldman, Sachs & Co. He is a chief investment officer and co-head the Growth Team, responsible for Growth performance, portfolios and personnel. His research background is in entertainment, cable television, broadcasting, telecommunications, and wireless communications. He was a senior portfolio manager at Liberty Investment Management prior to Goldman Sachs.  Get more insights on David G. Shell

  

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

Data for Eagle Capital Appreciation R3 Fund (HRCLX) as of January 31, 2010

  • Eagle Capital Appreciation R3 Fund (HRCLX) management has been with Eagle Capital Appreciation R3 Fund for 7.2 years
  • Eagle Capital Appreciation R3 Fund (HRCLX) has good short-term performance (1-year return 50.35% vs 35.76% Large Growth category average)
  • Eagle Capital Appreciation R3 Fund (HRCLX) has good mid-term performance (3-year return -3.75% vs -5.20% Large Growth category average)
  • Eagle Capital Appreciation R3 Fund (HRCLX) has good Long-term performance (5-year return 2.00% vs 0.87% Large Growth category average)
  • Eagle Capital Appreciation R3 Fund (HRCLX) has an annual stock turnover rate of 54.00% vs Large Growth average of 109.93%. It is good that Eagle Capital Appreciation R3 management does not trade extensively for its return.

  

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

Data for Eagle Capital Appreciation R3 Fund (HRCLX) as of January 31, 2010

  • Eagle Capital Appreciation R3 Fund is a focused fund with 44.26% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Eagle Capital Appreciation R3 Fund (HRCLX) ratio of up-years vs down years can be improved
  • Eagle Capital Appreciation R3 Fund (HRCLX) has a Morningstar rating of 3 and below
  • Eagle Capital Appreciation R3 Fund (HRCLX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.07 that is higher than category average of 21.28
  • Eagle Capital Appreciation R3 Fund (HRCLX) has a higher management fee of 1.65% than its Large Growth average of 1.33%
  • 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 January 31, 2010

  

  

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Eagle Capital Appreciation R3 Fund (HRCLX) Net Asset

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

DateNet Asset
01/2010$660.00K
11/2009$770.00K
10/2009$710.00K
More historic net asset information on Eagle Capital Appreciation R3 Fund (HRCLX)

  

Eagle Capital Appreciation R3 Fund (HRCLX) Portfolio Allocation

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

DateCashStockBondOther
09/20090%100%0%0%
06/20090%100%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Eagle Capital Appreciation R3 Fund (HRCLX)

  

Most Recent Top 10 Holdings in Eagle Capital Appreciation R3 Fund (HRCLX)

Discover what Eagle Capital Appreciation R3 Fund (HRCLX) manager is buying

30-Sep-09
CROWN CASTLE INTL [6.13%]
AMER TOWER CP [5.49%]
QUALCOMM Incorporated [4.83%]
Apple Inc. [4.24%]
Equinix, Inc. [4.1%]
SCHLUMBERGER LTD [3.98%]
CME Group Inc. [3.85%]
Microsoft Corporation [3.84%]
JOHNSON AND JOHNS DC [3.84%]
PROCTER GAMBLE CO [3.69%]

30-Jun-09
AMER TOWER CP [5.37%]
CROWN CASTLE INTL [5.31%]
Microsoft Corporation [4.56%]
THERMO FISHER SCIENT [4.36%]
BAXTER INTL INC [4.18%]
PEPSICO INC [3.88%]
QUALCOMM Incorporated [3.68%]
Equinix, Inc. [3.66%]
Activision, Inc. [3.64%]
JOHNSON AND JOHNS DC [3.47%]

31-Mar-09
CROWN CASTLE INTL [7.92%]
AMER TOWER CP [6.43%]
PEPSICO INC [4.51%]
Microsoft Corporation [4.37%]
BAXTER INTL INC [4.35%]
QUALCOMM Incorporated [4.22%]
TARGET CP [3.95%]
Activision Blizzard, Inc [3.74%]
JOHNSON AND JOHNS DC [3.61%]
CME Group Inc. [3.59%]
Click here for Stock Holding Change Map in Eagle Capital Appreciation R3 Fund (HRCLX)

  

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