Looks for companies with leading competitive positions, durable business models and management that can achieve sustained. Eagle small cap growth fund class c shares brightscope. Carillon eagle mid cap growth fund carillon tower advisers. Its portfolio consists primarily of shares of smallcap companies. The investment seeks longterm capital appreciation.
Get fund performance data on carillon eagle small cap growth fund class c hsccx including growth, trailing returns, and quarterly and monthly returns. The timessquare portfolio management team uses a bottomup, fundamental researchintensive approach to identify small cap growth stocks that it believes have the greatest potential to achieve significant price appreciation. View dates of first sale and specific expense adjustment information for class c shares. He was named coportfolio manager of the mid cap growth product suite in 2016.
The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in the stocks of small capitalization companies. Designed to provide longterm capital growth returns primarily through a portfolio of u. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for. Average of earnings per share growth for latest 3year period. For franklin mutual series funds, franklin international small cap growth fund and franklin pelagos commodities strategy fund, the inception date for classes a, c, r and r6 shares is the funds oldest class, z or advisor, inception date.
Effective 11719, franklin small cap growth fund reopened all share classes to new investors. Historically, smallcap stocks have outperformed large caps, but smallcap growth has been a weak performer. Growthoriented investing led value for the quarter the russell 2000 value was up 11. Eagle mid cap growth r5 fund harsx in focus june 29. The funds portfolio managers consider small capitalization companies to be those. Eagle asset managements small cap growth program employs a rigorous bottomup stock selection technique designed to capitalize on small size companies with accelerating earnings growth. Eagle small cap growth first quarter 2020 eagle s small cap growth team seeks to gain a thorough understanding of a companys management, business plan, financials, real rate of growth and competitive threats and advantages. Government money fund class r6 inception date is the first day it commenced offering such shares.
Eagle s small cap growth managers employ a rigorous bottomup stock selection technique to identify dynamic small companies that offer rapid growth at reasonable valuations. Performance charts for carillon eagle small cap growth fund hsrux including intraday, historical and comparison charts, technical analysis and trend lines. Mainstay vp eagle small growth portfolio initial class. Brown joined the organization in 2003 as an equity investment analyst. The russell 2000 growth index is an unmanaged index of those companies in the small cap russell 2000 index chosen for their growth orientation. The most appealing aspect of small companies their small size is also what makes them riskier investments. Diversification does not assure a profit or protect against loss. Correlation matrix time period 033112 to 033117 1 2 3 1. These are the small cap stocks with the highest yearoveryear yoy earnings per share eps growth for the most recent quarter. For more information, please contact your financial advisor or call shareholder services. The investment seeks longterm capital appreciation and, secondarily, seeks current income. Eagle small cap growth fund key facts carillon tower. Please contact your financial representative, call 18002434361 to obtain a current prospectus andor summary prospectus. The funds share price can fall because of weakness in the broad market, a particular industry, or specific holdings.
He has been coportfolio manager of ivy mid cap income opportunities fund since 2014. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in the stocks of smallcapitalization companies. The fund seeks to provide long term capital appreciation and outperform the russell midcap growth index over the full market cycle. Smallgrowth funds focus on fastergrowing companies whose shares are at the lower end of the marketcapitalization range. Our managers seek to invest in companies with aboveaverage growth potential, both emerging and more established companies that may be undiscovered or undervalued in the market. To receive updates about the eagle capital growth fund, inc. View mutual fund news, mutual fund market and mutual fund interest rates. Class c shares convert to class f1 shares after 10 years. Eagle asset managements small cap growth program employs a rigorous bottomup stock selection technique designed to capitalize on profitable small size. Carillon eagle small cap growth fund carillon tower advisers. Carillon eagle small cap growth hsrux stock price, quote. See carillon eagle mid cap growth fund performance, holdings, fees, risk and other. The carillon family of funds will convert class c share accounts that are.
Carillon eagles small cap growth managers employ a rigorous bottomup stock. About mainstay vp series fund inc us small cap portfolio mainstay vp series fund inc us small cap portfolio is a variable annuity product in the usa. Eagle mid cap growth fund is platform first quarter 2019. The fund invests primarily in domestic equity securities predominantly common stocks that the portfolio managers believe are highquality, financially strong companies that pay abovemarket dividends, have cash resources i. The fund seeks to invest in midsized, rapidly growing, underresearched companies. The carillon family of funds will convert class c share accounts that are more than 10 years old to class a shares on the third of each month.
Investments in small andor midsize companies increase the risk of greater price fluctuations. He had been assistant portfolio manager of ivy mid cap growth fund and ivy vip mid cap growth since 2011. Carillon eagle small cap growth fund class c hsccx fund. Eagle small cap growth a as of september 30, 2017 fund investment objective the investment seeks longterm capital appreciation. Carillon eagle small cap growth r5 hsrsx quote morningstar. Investors should carefully consider the investment objectives, risks, charges and expenses of any virtus mutual fund before investing. Facebook twitter linkedin download from the app store. Hsrux a complete carillon eagle small cap growth fund. Fund expenses, including management fees and other expenses were deducted.
These funds tend to favor companies in upandcoming industries or young firms in their early growth stages. The 30day sec yield is an estimate of the funds rate of investment income reflecting an estimated yield to maturity assuming all current portfolio holdings are held to maturity, and it may not equal the funds actual income distribution rate or the income paid to a shareholders account. Virtus silvant largecap growth stock fund fact sheet r6. Shareholders may continue to purchase shares in either class, but will be required to pay a sales charge on new purchases of class a shares. For franklin mutual series funds, franklin international small cap growth fund and franklin pelagos commodities strategy fund, the inception date for classes a, c, r and r6 shares is the funds oldest. The russell 2000 growth index is an unmanaged index of those companies in the smallcap russell 2000 index chosen for their growth orientation. Total return % total return represents changes to the nav and accounts for. Putnam small cap value fund pslax putnam investments. An investment in the fund is not insured or guaranteed by the federal deposit insurance corporation or any other government agency. Invests in a diversified portfolio of small cap companies with aboveaverage growth prospects. Timessquare mid cap growth fund the fund seeks to outperform the russell midcap growth index in a riskcontrolled manner. Those risks include price volatility, less liquidity and the. The fund normally invests at least 80% of its net assets.
The fund normally invests at least 80% of its net assets plus the amount of. Find the latest carillon eagle small cap growth hsrux stock quote, history, news and other vital information to help you with your stock trading and investing. Total return % total return represents changes to the nav and accounts for distributions from the fund. Learn about hsrsx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. When we analyze small cap growth stocks us and international, we find that the asset. The trouble with smallcap growth stocks seeking alpha. Learn more about putnam small cap value fund class a. Eagle small cap growth continues to sink its talons into one of the markets bestperforming sectors. Small companies tend to be riskier than large companies.
The portfolio will be broadly diversified, and the top 25 holdings will not constitute a large portion of assets. Templeton global balanced fund classes a and c use the inception date of the old class a and c shares, renamed class a1 and class c1. Eagle asset managements small cap growth program employs a rigorous bottomup stock selection technique designed to capitalize on smallsize companies with accelerating earnings growth. Jul 12, 2018 historically, small cap stocks have outperformed large caps, but small cap growth has been a weak performer. Share price, principal value, and return will vary, and you may have a gain or loss when you sell your. Mainstay vp series fund inc us small cap portfolio. Hsrux the carillon family of funds will convert class c share accounts that are more than 10 years old to class a shares on the third of each month. Learn about stock investing, and browse morningstars latest research in the space, to find your next great investment and continue to build a resilient investment portfolio. The funds portfolio managers consider smallcapitalization companies to be those. Class c share results prior to the date of first sale are hypothetical based on class a share results without a sales charge, adjusted for estimated additional annual expenses. See carillon eagle mid cap growth fund hagax mutual fund ratings from all the top fund analysts in one place. The fund seeks capital growth by uncovering opportunities in small capitalization companies with undervalued assets or growth potential that is not yet reflected in the stock price.
Putnam small cap growth fund pnsax putnam investments. The prospectus and summary prospectus contains this and other information about the fund. Eagle mid cap growth fund is platform first quarter 2019 an. Both were up based on solid earnings and generally betterthanexpected economic data. Mainstay vp eagle small growth portfolio initial class 1.
Eagle mid cap growth r5 fund harsx in focus june 29, 2017. Carillon eagle small cap growth hsrux company profile. Carillon eagle smaller company fund carillon tower advisers. Eagle small cap growth first quarter 2020 eagles small cap growth team seeks to gain a thorough understanding of a companys management, business plan, financials, real rate of growth and competitive threats and advantages. The timessquare portfolio management team uses a bottomup, fundamental researchintensive approach to identify mid cap growth stocks that it believes have the greatest potential to achieve significant price appreciation. Carillon eagle small cap growth fund hrscx us news money. Oct 19 2018 conversion of class c shares to class a shares read more.