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

Mutual Fund Insights: Eagle Capital Appreciation A Fund (HRCPX)

In-depth Analysis of Eagle Capital Appreciation A Fund (HRCPX)

Mutual fund chart: Eagle Capital Appreciation A Fund (HRCPX)

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See Eagle Capital Appreciation A Fund (HRCPX) performance details as of February 28, 2010

  

    Last Trade: $25.72 on 3/19/2010, Change: -0.11 (-0.43%)
Experiment our closing price forecasting tool for Eagle Capital Appreciation A Fund (HRCPX) (alpha release)

  

Fund Manager - David G. Shell

Fund Manager Tenure: 7.2 years   [Similar Funds: HRCCX  HRCIX  HRCLX  HRCMX ]
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 A Fund (HRCPX) What we like about Eagle Capital Appreciation A Fund (HRCPX)

Data for Eagle Capital Appreciation A Fund (HRCPX) as of February 28, 2010

  • Eagle Capital Appreciation A Fund (HRCPX) management has been with Eagle Capital Appreciation A Fund for 7.2 years
  • Eagle Capital Appreciation A Fund (HRCPX) has good short-term performance (1-year return 62.84% vs 51.46 % Large Growth category average)
  • Eagle Capital Appreciation A Fund (HRCPX) has good Long-term performance (5-year return 2.95% vs 1.34 % Large Growth category average)
  • Eagle Capital Appreciation A Fund (HRCPX) ratio of up-years vs down years is greater than 2
  • Eagle Capital Appreciation A Fund (HRCPX) has an annual stock turnover rate of 54.00% vs Large Growth average of 109.62%. It is good that Eagle Capital Appreciation A management does not trade extensively for its return.
  • Eagle Capital Appreciation A Fund (HRCPX) has a lower management fee than its Large Growth average: 1.32% vs 1.33%

  

What we are cautious about Eagle Capital Appreciation A Fund (HRCPX) What we are cautious about Eagle Capital Appreciation A Fund (HRCPX)

Data for Eagle Capital Appreciation A Fund (HRCPX) as of February 28, 2010

  • Eagle Capital Appreciation A 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 A Fund (HRCPX) has a less-than-ideal mid-term performance (3-year return -2.47% vs -3.50 % Large Growth category average)
  • Eagle Capital Appreciation A Fund (HRCPX) has a Morningstar rating of 3 and below
  • Eagle Capital Appreciation A Fund (HRCPX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.1 that is higher than category average of 21.35
  • Eagle Capital Appreciation A Fund (HRCPX) carries a 4.75% load
See Eagle Capital Appreciation A Fund (HRCPX) performance details as of February 28, 2010

  

  

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Eagle Capital Appreciation A Fund (HRCPX) Net Asset

Track net asset change of Eagle Capital Appreciation A fund (HRCPX)

DateNet Asset
02/2010$558.47M
01/2010$412.56M
11/2009$392.91M
More historic net asset information on Eagle Capital Appreciation A Fund (HRCPX)

  

Eagle Capital Appreciation A Fund (HRCPX) Portfolio Allocation

Track portfolio allocation change of Eagle Capital Appreciation A fund (HRCPX)

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 A Fund (HRCPX)

  

Most Recent Top 10 Holdings in Eagle Capital Appreciation A Fund (HRCPX)

Discover what Eagle Capital Appreciation A Fund (HRCPX) 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 A Fund (HRCPX)

  

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