Eagle Growth & Income Fund

Scorecard
4 / 5 Stars
Lipper
4 4 5 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#73 in Large Value

U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Eagle Funds funds

See full Large Value rankings

See more fund rankings

Performance

The fund has returned 19.78 percent over the past year, 13.31 percent over the past three years, 19.90 percent over the past five years, and 9.03 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 19.8%
3 Years (Annualized) 13.3%
5 Years (Annualized) 19.9%
10 Years (Annualized) 9.0%

See more HRCVX performance

Summary

The investment seeks long-term capital appreciation and, secondarily, seeks current income. The fund invests primarily in domestic equity securities (predominantly common stocks) that the portfolio managers believe are high-quality, financially strong companies that pay above-market dividends, have cash resources (i.e. free cash flow) and a history of raising dividends. It generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors.

Fees

Fees are Low compared to funds in the same category.
Eagle Growth & Income Fund has an expense ratio of 1.09 percent.

See more HRCVX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more HRCVX risk