2 / 5 Stars
2 3 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#80 in Small Blend
U.S. News evaluated 229 Small Blend 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 21.19 percent over the past year, 12.76 percent over the past three years, and 19.53 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.2%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||19.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital growth. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of small-capitalization companies. The fund's portfolio managers consider small-capitalization companies to be those smaller companies that, at the time of initial purchase, have a market capitalization equal to or less than $5 billion.
Fees are Above Average compared to funds in the same category.
Eagle Smaller Company Fund has an expense ratio of 1.37 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.