Eagle Capital Appreciation Fund Quote

HRCIX Fund  USD 74.05  1.58  2.18%   

Performance

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Odds Of Distress

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Eagle Capital is trading at 74.05 as of the 11th of November 2025; that is 2.18 percent increase since the beginning of the trading day. The fund's open price was 72.47. Eagle Capital has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 13th of August 2025 and ending today, the 11th of November 2025. Click here to learn more.
During normal market conditions, the fund seeks to achieve its objective by investing at least 65 percent of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. More on Eagle Capital Appreciation

Moving together with Eagle Mutual Fund

  0.81CWFIX Chartwell Short DurationPairCorr
  0.88CWFCX Carillon Chartwell ShortPairCorr
  0.88CWFAX Chartwell Short DurationPairCorr
  0.89CWFRX Carillon Chartwell ShortPairCorr
  0.76HIGCX Eagle Growth IncomePairCorr
  0.85HIGJX Eagle Growth IncomePairCorr

Moving against Eagle Mutual Fund

  0.32CWSHX Carillon Chartwell SmallPairCorr
  0.31CWSCX Carillon Chartwell SmallPairCorr

Eagle Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Growth Funds, Large Growth, Carillon Family of Funds (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Eagle Capital Appreciation [HRCIX] is traded in USA and was established 11th of November 2025. Eagle Capital is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Carillon Family of Funds family. This fund currently has accumulated 387.69 M in assets under management (AUM) with no minimum investment requirementsEagle Capital Apprec is currently producing year-to-date (YTD) return of 10.44%, while the total return for the last 3 years was 21.96%.
Check Eagle Capital Probability Of Bankruptcy

Instrument Allocation

Top Eagle Capital Appreciation Mutual Fund Constituents

BAThe BoeingStockIndustrials
AMGNAmgen IncStockHealth Care
HDThe Home DepotStockConsumer Discretionary
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
SNPSSynopsysStockInformation Technology
PYPLPayPal HoldingsStockFinancials
NVDANVIDIAStockInformation Technology
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Eagle Capital Apprec Risk Profiles

Eagle Capital Against Markets

Other Information on Investing in Eagle Mutual Fund

Eagle Capital financial ratios help investors to determine whether Eagle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eagle with respect to the benefits of owning Eagle Capital security.
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