HRCPX Rating, Research - Eagle Capital Appreciation A

Eagle Capital Appreciation A (hrcpx)

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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 = 232

Threats + Weaknesses = 127

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to track the performance of the FTSE4Good US Select Index. The fund employs a "passive management" investment approach designed to track the performance of the FTSE4Good US Select Index. The index is composed primarily of large- and mid-cap stocks (see stock research) that have been screened for certain social and environmental criteria by the index sponsor, which is independent of Vanguard. It attempts to replicate the index by investing all, or substantially all, of assets in the stocks (see stock research) that make up the index.

Management Analysis Update

Performance Analysis Update