Eagle Small Cap Fund Quote

HSCCX Fund  USD 2.96  0.06  1.99%   

Performance

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Odds Of Distress

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Eagle Small is trading at 2.96 as of the 15th of December 2025; that is 1.99 percent decrease since the beginning of the trading day. The fund's open price was 3.02. Eagle Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 15th of November 2025 and ending today, the 15th of December 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the stocks of small-capitalization companies. The funds portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index during the most recent 12-month period.. More on Eagle Small Cap

Moving together with Eagle Mutual Fund

  0.78HIGCX Eagle Growth IncomePairCorr
  0.82HIGJX Eagle Growth IncomePairCorr
  0.82HIGUX Eagle Growth IncomePairCorr
  0.91CWSGX Chartwell Small CapPairCorr

Eagle Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Small Growth Funds, Small Growth, Carillon Family of Funds, Large, Small Growth (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of May 2025
Fiscal Year EndOctober
Eagle Small Cap [HSCCX] is traded in USA and was established 15th of December 2025. Eagle Small is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Carillon Family of Funds family. This fund currently has accumulated 430.94 M in assets under management (AUM) with no minimum investment requirementsEagle Small Cap is currently producing year-to-date (YTD) return of 1.91%, while the total return for the last 3 years was 6.37%.
Check Eagle Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eagle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eagle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eagle Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Eagle Small Cap Mutual Fund Constituents

ULTIREX IncomeMax OptionEtfDefined Outcome
PTCPTC IncStockInformation Technology
PLNTPlanet FitnessStockConsumer Discretionary
UEICUniversal ElectronicsStockConsumer Discretionary
LSTRLandstar SystemStockIndustrials
MMSIMerit Medical SystemsStockHealth Care
IPGPIPG PhotonicsStockInformation Technology
HXLHexcelStockIndustrials
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Eagle Small Cap Risk Profiles

Eagle Small Against Markets

Other Information on Investing in Eagle Mutual Fund

Eagle Small 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 Small security.
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