Eagle Small Cap Stock Fund

U.S. News evaluated 219 Small Growth 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 19.25 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 1.9%
1 Year 19.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. During normal market conditions, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of small-capitalization companies. Its portfolio managers consider small-capitalization companies to be those companies that, at the time of purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Index during the most recent 12-month period.

Fees

Fees are Above Average compared to funds in the same category.
Eagle Small Cap Stock Fund has an expense ratio of 1.32 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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