HRCVX Rating, Research - Eagle Growth & Income A

Eagle Growth & Income A (hrcvx)

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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 = 109

Threats + Weaknesses = 82

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide investment results that match the performance of the S&P 500 index. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the S&P 500 index and derivative instruments, which primarily consist of equity index swap agreements, futures contracts, and options on securities, futures contracts, and stock indices. It may hold short-term U.S. government securities or cash equivalents to collateralize its derivative positions. The funds non-diversified.

Management Analysis Update

Performance Analysis Update