Mutual Fund Insights: Eagle Growth & Income A Fund (HRCVX)

In-depth Analysis of Eagle Growth & Income A Fund (HRCVX)

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See Eagle Growth & Income A Fund (HRCVX) performance details as of February 28, 2010

  

Last Trade: $12.56 on 3/19/2010, Change: -0.05 (-0.4%)

Experiment our closing price forecasting tool for Eagle Growth & Income A Fund (HRCVX) (alpha release)

  

Fund Manager - Cliff Remily

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Cliff joined Thornburg in 2006 as an Equity Research Analyst. Prior to joining Thornburg, Cliff Remily served as an Equity Analyst for Brandes Investment Partners from 2005 to 2006 and for Zacks Investment Research from 2004 to 2005. Cliff Remily has been a Co-Portfolio Manager and responsible for the day-to-day management of the investment portfolio since January 2009. Cliff holds the Chartered Financial Analyst designation.  Get more insights on Cliff Remily

  

 What we like about Eagle Growth & Income A Fund (HRCVX)

Data for Eagle Growth & Income A Fund (HRCVX) as of February 28, 2010

• Eagle Growth & Income A Fund (HRCVX) has good short-term performance (1-year return 54.18% vs 53.54 % Large Blend category average)
• Eagle Growth & Income A Fund (HRCVX) has good Long-term performance (5-year return 4.61% vs 0.31 % Large Blend category average)
• Eagle Growth & Income A Fund (HRCVX) ratio of up-years vs down years is greater than 2
• Eagle Growth & Income A Fund (HRCVX) has a Morningstar rating of 4 and above
• Eagle Growth & Income A Fund (HRCVX) has an annual stock turnover rate of 57.00% vs Large Blend average of 79.86%. It is good that Eagle Growth & Income A management does not trade extensively for its return.
• Eagle Growth & Income A Fund (HRCVX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.74, lower than category average of 20.62

  

 What we are cautious about Eagle Growth & Income A Fund (HRCVX)

Data for Eagle Growth & Income A Fund (HRCVX) as of February 28, 2010

• Eagle Growth & Income A Fund (HRCVX) management has been with Eagle Growth & Income A Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
• Eagle Growth & Income A Fund (HRCVX) has a less-than-ideal mid-term performance (3-year return -1.02% vs -5.77 % Large Blend category average)
• Eagle Growth & Income A Fund (HRCVX) has a higher management fee of 1.39% than its Large Blend average of 1.11%
• Eagle Growth & Income A Fund (HRCVX) carries a 4.75% load

See Eagle Growth & Income A Fund (HRCVX) performance details as of February 28, 2010

  

  

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Eagle Growth & Income A Fund (HRCVX) Net Asset

Track net asset change of Eagle Growth & Income A fund (HRCVX)

Date	Net Asset
02/2010	$171.55M
01/2010	$103.60M
11/2009	$96.85M

More historic net asset information on Eagle Growth & Income A Fund (HRCVX)

  

Eagle Growth & Income A Fund (HRCVX) Portfolio Allocation

Track portfolio allocation change of Eagle Growth & Income A fund (HRCVX)

Date	Cash	Stock	Bond	Other
09/2009	0%	84.1%	10.3%	5.59%
06/2009	0%	80.94%	12.98%	6.08%
03/2009	0%	80.78%	14.03%	5.18%

Click here to see more historic asset allocation information on Eagle Growth & Income A Fund (HRCVX)

  

Most Recent Top 10 Holdings in Eagle Growth & Income A Fund (HRCVX)

Discover what Eagle Growth & Income A Fund (HRCVX) manager is buying

30-Sep-09 Gilead Sciences, Inc. [3.22%] ENTERGY CP [2.9%] Microsoft Corporation [2.87%] HARTFORD FIN SVC [2.86%] Telstra Corporation Limited [2.72%] TELEFONICA SA [2.71%] PHILIP MORRIS INTL [2.69%] ACE LTD [2.61%] Dell Inc. [2.55%] AMDOCS LTD ORD [2.52%]

30-Jun-09 TELEFONICA SA [3.65%] Microsoft Corporation [3.27%] MCDONALDS CP [3.12%] Telstra Corporation Limited [2.97%] Level 3 Comms Cv 6% [2.92%] Gilead Sciences, Inc. [2.85%] Dell Inc. [2.85%] LILLY ELI CO [2.77%] ACE LTD [2.68%] PHILIP MORRIS INTL [2.62%]

31-Mar-09 Telefonica, S.A. [4%] MCDONALDS CP [3.68%] Gilead Sciences, Inc. [3.51%] LILLY ELI CO [3.32%] Microsoft Corporation [3.14%] Level 3 Comms Cv 6% [3.09%] ACE LTD [3.06%] Telstra Corporation Limited [3.02%] Greek Organisation Of Football Prognost [2.93%] PHILIP MORRIS INTL [2.66%]

Click here for Stock Holding Change Map in Eagle Growth & Income A Fund (HRCVX)

  

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See more information on Eagle Growth & Income A Fund (HRCVX)

• Eagle Growth & Income A Fund Insights
• Eagle Growth & Income A Fund Performance Data
• Eagle Growth & Income A Fund News
• Eagle Growth & Income A Fund Score Explaination
• Eagle Growth & Income A Fund Manager Information
• Historic Eagle Growth & Income A Fund Asset Allocation Report
• Historic Eagle Growth & Income A Fund Top 10 Holding Tracking
• Historic Eagle Growth & Income A Fund Asset Under Management Tracking