3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#118 in Large Value
U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.09 percent over the past year, 12.40 percent over the past three years, 21.13 percent over the past five years, and 8.67 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||8.7%|
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 are Low compared to funds in the same category.
Eagle Growth & Income Fund has an expense ratio of 1.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.