Eagle Capital Appreciation I
880 Carillon Parkway St. Petersburg, FL 33716
Phone: 800-421-4184
| Category: | Large Growth | | Fund Family: | Eagle Funds | | Net Assets: | 19.37M | | Year-to-Date Return: | -4.34% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-06 |
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David G. Shell
Lead Manager since
31-Dec-02 | | | 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. |
| Min Initial Investment: | $2,500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 65% of assets in common stocks selected for their potential to achieve capital appreciation over the long term. It invests primarily in companies that the management believes have established positions in their industries and the potential for favorable long-term returns. The fund may invest up to 100% of assets in high-quality, short-term debt instruments or may take positions that are consistent with its principal investment strategies. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 4.57 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 109.93% |
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| Expense | HRCIX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$307 | $653 | | 5 Yr Expense Projection*: |
$534 | $1,027 | | 10 Yr Expense Projection*: |
$1,188 | $2,050 |
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0.28 (1.17%)
