Eagle Smaller Company Fund

Scorecard
2 / 5 Stars
Lipper
2 3 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#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.

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Performance

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%
1 Year 21.2%
3 Years (Annualized) 12.8%
5 Years (Annualized) 19.5%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Eagle Smaller Company Fund has an expense ratio of 1.37 percent.

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Risk

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

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