HMCAX Rating, Research - Eagle Mid Cap Stock A

Eagle Mid Cap Stock A (hmcax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 43

Threats + Weaknesses = 25

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hmcax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eagle Mid Cap Stock A (HMCAX) Description: HMCAX is a mutual fund, which is an investment that owns a basket of assets. The HMCAX mutual fund was provided by Eagle and this investment vehicle derives the majority of its value from equity holdings (stocks). Eagles mutual fund has a long management tenure and is in the large fund size classification. HMCAXs minimum initial investment amount is $1000 while the IRA minimum is $500. HMCAXs expense ratio is roughly 1%. The latest HMCAXs front end load was 5% and the back end load was 0%. The Eagle Mid Cap Stock A (HMCAX) mutual fund falls under the mid-cap growth category. HMCAX focuses its investments in USA and HMCAX is not affiliated with a particular industry or fund sector. The Eagle Mid Cap Stock A (HMCAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HMCAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HMCAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks (see stock research) (including depositary receipts) and other equity securities (see equity research) of mid-cap companies. The advisor seeks to invest in high-quality companies it believes have sustainable competitive advantages and the ability to redeploy capital at high rates of return. The fund may also invest in initial public offerings and invest up to 25% of net assets in foreign securities.

Management Analysis Update

Performance Analysis Update