The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). The Parent Pillar is our rating of SGENXs parent organizations priorities and whether theyre in line with investors interests. The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. There is no guarantee or assurance that the investment objective of the Fund will actually be achieved. Past performance of a security may or may not be sustained in future and is no indication of future performance. Terms of Use We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. To protect our site, we cannot process your request right now. Morningstar assigns star ratings based on an analysts estimate of a stock's fair value. Investment in the funds described on this website carries a substantial degree of risk and places an investor's capital at risk. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. You currently DO NOT have javascript enabled, to view our site this must be enabled. While logged in and authenticated, you will not be asked to solve any complicated Recaptcha V2 challenges. Actions. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstars estimate of the per share dollar amount that a companys equity is worth today. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Provide specific products and services to you, such as portfolio management or data aggregation. Morningstar assigns star ratings based on an analysts estimate of a stock's fair value. The Registered Agent on file for this company is Eagle Capital Equity Fund, L.P. and is located at 499 Park Avenue, 17th Floor, New York, NY 10022. Copyright 2023 Morningstar, Inc. All rights reserved. International investments involve special risks, including currency fluctuations and political and economic instability. Eagle Capital US Equity Value Fund Founder. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. The firm's goal is to create an environment in which original, thoughtful research and rigorous valuation discipline drive long-term investment decisions. Pour l'ensemble de l'anne, la socit a dclar un chiffre d'affaires de 0,625831 million . If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. The fund invests in all publicly-traded U.S. companies that have women CEOs, from small cap to mega cap. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. The company's filing status is listed as Active and its File Number is 5472941. Share price information may be rounded up/down and therefore not entirely accurate. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). The bank grew from $50 billion in assets in 2018 to $209 billion at the end of 2022. In addition, all pages on Bizapedia will be The People Pillar is our evaluation of the SGENX management teams experience and ability. if the company chooses to hide the private information on their profile from the general public. Data delayed at least 15 minutes, as of Mar 15 2023. Cookie Settings, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. This site is protected by reCAPTCHA and the Google To protect our site, we cannot process your request right now. Modern Slavery Statement This site is protected by reCAPTCHA and the Google. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. Share price information may be rounded up/down and therefore not entirely accurate. Develop and improve features of our offerings. Filing Jurisdiction, Entity Type, Registered Agent, File Number, Filing Status, and Business Category. It's been a volatile year so far and some funds have fared better than others. Past performance of a security may or may not be sustained in future and is no indication of future performance. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. We are sorry, but your computer or network may be sending automated queries. Past performance of a security may or may not be sustained in future and is no indication of future performance. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Investments in securities are subject to market and other risks. International Biotech Trust manager Ailsa Craig has three stock picks. with up to 5 times the number of maximum matches per search vs. non-subscribers. As of December 16, 2022, the fund has assets totaling almost $1.17 billion . Add this security to watchlist, portfolio, or create an alert to track market movement. Unlock our full analysis with Morningstar Investor. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. First Eagle Globals experienced investment team sticks to its distinctive approach, earning most share classes Morningstar Analyst Ratings of Silver or Bronze, with a pricier share class rated Neutral. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. The fund normally invests its assets primarily in . Investment Objective: Eagle Capital US Equity Value R USD Dis: The Fund's investment objective is to generate investment returns superior to U.S. equity markets in both up and down markets. While logged in and authenticated, you will not be asked to solve any complicated Recaptcha V2 challenges. 2023 Morningstar. It is a projection/opinion and not a statement of fact. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Ads help us provide you with high quality content at no cost to you. 5.50%. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SGENXs performance objective and investment process is for both security selection and portfolio construction. This site is protected by reCAPTCHA and the Google if we've collected "Sales Lead Information" for a given company, it will be displayed on the Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. For detail information about the Quantiative Fair Value Estimate, please visit here, Gilt Yields Spike, Pound Slides on Mini-Budget Tax Cuts, Chancellor Kwasi Kwarteng has unveiled a "growth plan" with major tax cuts - and bond markets don't like the news at all, US Stocks Rally, Market Still Undervalued, Both value and growth stocks look cheap, and the communication services sector is the biggest bargain, Thems The Breaks: 10 Things We Learned This Week, It's been an astonishing week in politics, but we don't need to tell you that, McDonalds Gets French-Fried: 10 Things We Learned This Week, From eye-watering losses to a compliance howler, were back with another news roundup, Our screen has identified overvalued UK and US stocks with no economic moats and high uncertainty ratings. Data delayed at least 15 minutes, as of Mar 17 2023 20:10 BST. Past performance of a security may or may not be sustained in future and is no indication of future performance. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. This site is protected by reCAPTCHA and the Google. These funds provide investors with the opportunities to gain exposure to fintechs, VIDEO: There's more to the biotech sector than the Covid-19 vaccine. Portfolio Profile for A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Eagle Capital Growth Fund, Inc. a publi ses rsultats pour l'exercice clos le 31 dcembre 2022. Eagle Capital US Equity Value Fund R GBP Hedged Dist Class Register to Unlock Ratings Investment Objective: Eagle Capital US Equity Value Fund R GBP Hedged Dist Class The Fund's. Your entire office will be able to use your search subscription. Four components drive the Star Rating: (1) our assessment of the firms economic moat, (2) our estimate of the stocks fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Investment Analysis Platform for Fund Managers, (https://www.morningstar.com/research/signature), Investment Objective:Eagle Capital US Equity Value Fund R GBP Hedged Dist Class. But looking ahead, Morningstar analysts are less bullish, Fund's ability to beat the benchmark being restricted by limits on stock holdings, say Morningstar analysts, who have downgraded the fund to Bronze, In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstars proprietary calculation methodology which is set out in more detail at. Portfolio Profile for 2023 Morningstar. EAGLE CAPITAL GROWTH FUND, INC.- Performance charts including intraday, historical charts and prices and keydata. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstars equity analysts assign to companies which includes a financial forecast of the company. Eagle Capital US Equity Value R USD Dis. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). First Eagle Global Fund - Class I Release Date . FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. Privacy Policy and The Quantitative Fair Value Estimate is calculated daily. Terms of Service apply. Long-Term Orientation Privacy Policy It's down about 1% from its Jan. 9 debut, as of Thursday's close. Management Company First Eagle Investment Management, LLC Telephone 800-334-2143 . And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Copyright 2023 Morningstar, Inc. All rights reserved. Portfolio Profile for The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstars equity analysts assign to companies which includes a financial forecast of the company. Cookie Settings, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Close tooltip. If you are in need of enterprise level search, please consider signing up for a Bizapedia Pro Search account as described on this page. The fund invests, under normal circumstances, in equity securities of small- and micro-cap companies in an attempt to take advantage of what the Adviser believes are opportunistic situations for undervalued securities. Cookie Settings, The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Thanks for your patience. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. The Quantitative Fair Value Estimate is calculated daily. The Fund's investment objective is to generate investment returns superior to U.S. equity markets in both up and down markets. Eagle Capital US Equity Value Fund R USD Dist Class, IE00BMZ16X64:USD historical prices - FT.com In addition, If you are in need of enterprise level search, please consider signing up for a Bizapedia Pro Search account as described on this page. and (3) is not warranted to be accurate, complete or timely. Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Mar 17, 2023, 10:16 PM GMT+0, Muni National Intermediate-Term Bond Funds. We sell different types of products and services to both investment professionals and individual investors. IE00BJN6GY32:USD. This process culminates in a single-point star rating that is updated daily. Morningstar assigns star ratings based on an analysts estimate of a stock's fair value. Add to watchlist; . Editor's Views: Why it's important to understand what growth and value investing really mean, some sensible advice for lottery winners and we look ahe Editor's Views: Why the FCA is right to ban mini-bonds for good, what explains ESG funds' performance this year and how Aim has matured after 25 years, Top Undervalued Stocks After the Sell-Off, VIDEO: Morningstar analyst Alex Morozov explains why many companies are now undervalued after recent ratings changes, Gold is the pre-eminent safe haven investment asset and had a strong run in 2019. To make sure the site is relevant to you, we need to know if youre an individual investor or a financial professional. Past performance is no guarantee of future results. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. You currently DO NOT have javascript enabled, to view our site this must be enabled. Utilize our advanced search form to filter the search results by Company Name, City, State, Postal Code, A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Eagle Capital US Equity Value Fund R GBP Hedged Dist Class, Eagle Capital US Equity Value Fund R GBP Hedged Dist Class. Editor's Views: Why it's important to understand what growth and value investing really mean, some sensible advice for lottery winners and we look ahe Editor's Views: Why the FCA is right to ban mini-bonds for good, what explains ESG funds' performance this year and how Aim has matured after 25 years, Top Undervalued Stocks After the Sell-Off, VIDEO: Morningstar analyst Alex Morozov explains why many companies are now undervalued after recent ratings changes, Gold is the pre-eminent safe haven investment asset and had a strong run in 2019. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It is a projection/opinion and not a statement of fact. FT is not responsible for any use of content by you outside its scope as stated in the, Guernsey, Ireland, Jersey, Switzerland, United Kingdom. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Data delayed at least 15 minutes, as of Mar 15 2023. Rankings U.S. News evaluated 56 Equity Precious Metals Funds. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Growth is based on fast growth (high growth rates for earnings, sales, book value and cash flow) and high valuations (high price ratios and low dividend yields). Get our overall rating based on a fundamental assessment of the pillars below. Investment Analysis Platform for Fund Managers, (https://www.morningstar.com/research/signature), Investment Objective:Eagle Capital US Equity Value Fund R GBP Hedged Acc Class. Verify your identity, personalize the content you receive, or create and administer your account. Eagle Capital US Equity Value Fund R GBP Acc Class + Add to watchlist. For detail information about the Quantiative Fair Value Estimate, please visit here, Gilt Yields Spike, Pound Slides on Mini-Budget Tax Cuts, Chancellor Kwasi Kwarteng has unveiled a "growth plan" with major tax cuts - and bond markets don't like the news at all, US Stocks Rally, Market Still Undervalued, Both value and growth stocks look cheap, and the communication services sector is the biggest bargain, Thems The Breaks: 10 Things We Learned This Week, It's been an astonishing week in politics, but we don't need to tell you that, McDonalds Gets French-Fried: 10 Things We Learned This Week, From eye-watering losses to a compliance howler, were back with another news roundup, Our screen has identified overvalued UK and US stocks with no economic moats and high uncertainty ratings. Modern Slavery Statement Mar 16, 2023 3:06 PM EDT. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Add to watchlist; Add to portfolio; . 6.58%. Past performance of a security may or may not be sustained in future and is no indication of future performance. Morningstar has also ventured into. Wed like to share more about how we work and what drives our day-to-day business. We are currently experiencing intermittent difficulty during Premium user registration. Past performance of a security may or may not be sustained in future and is no indication of future performance. Terms of Service apply. Eagle Capital US Equity Value Fund Founder + Add to watchlist. Privacy Policy With the Bizapedia Pro Search service you will get unlimited searches via our various search forms, Data delayed at least 15 minutes, as of Mar 15 2023. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Pricing for ETFs is the latest price and not "real time". We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Investment Analysis Platform for Fund Managers, (https://www.morningstar.com/research/signature), Investment Objective:Eagle Capital US Equity Value Fund Founder. The Quantitative Fair Value Estimate is calculated daily. Investments in securities are subject to market and other risks. Pricing for ETFs is the latest price and not "real time". Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. For detail information about the Quantiative Fair Value Estimate, please visit here, Jewelry won't fill the gap when today's investment demand becomes tomorrow's recycled supply, In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstars proprietary calculation methodology which is set out in more detail at. FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. In addition, If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. 2023 Morningstar. These products and services are usually sold through license agreements or subscriptions. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. company profile page along with the rest of the general data. Eagle Capital Management, LLC is an asset management firm founded by Ravenel and Beth Curry. First Eagle U.S. Value features a conservative portfolio that tends to hold up well during weak markets. Ads help us provide you with high quality content at no cost to you. Read our editorial policy to learn more about our process. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Morningstar category: US Large-Cap Blend Equity: IMA sector--Launch date: 20 Nov 2020: Price currency: GBP: Domicile: Ireland: ISIN: IE00BMZ16V41: Manager & start date: The firm's goal is to create an environment in which original, thoughtful research and rigorous valuation discipline drive long-term investment decisions. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund. It is a projection/opinion and not a statement of fact. With the Bizapedia Pro Search service you will get unlimited searches via our various search forms, -1.31%. Privacy Policy and Investments in securities are subject to market and other risks. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Four components drive the Star Rating: (1) our assessment of the firms economic moat, (2) our estimate of the stocks fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. Find the right category and funds for your retirement savings. Create detailed alerts and get notified the moment an event happens, See how trades would have performed from years past or start from the present, Download PDF copies of reports from the newspaper markets data page, View the performance of global markets and browse news items by region, Find companies based on country, sector, and other equity characteristics, View funds that move the market, screen for funds and read relevant news. All Rights Reserved. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstars equity analysts assign to companies which includes a financial forecast of the company. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of . The Registered Agent on file for this company is Eagle Capital Equity Fund Gp, LLC and is located at 499 Park Avenue 17th Fl, New York, NY 10022. . -1.48%. aufgelegt und fllt in . Add this security to watchlist, portfolio, or create an alert to track market movement, Create detailed alerts and get notified the moment an event happens, See how trades would have performed from years past or start from the present, Download PDF copies of reports from the newspaper markets data page, View the performance of global markets and browse news items by region, Find companies based on country, sector, and other equity characteristics, View funds that move the market, screen for funds and read relevant news. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The fund normally invests its assets primarily in common stocks (and securities convertible into common . There is no guarantee or assurance that the investment objective of the Fund will actually be achieved. If you're a stock investor, you're probably wondering which other . We sell different types of products and services to both investment professionals and individual investors. Provide specific products and services to you, such as portfolio management or data aggregation. Read our editorial policy to learn more about our process. with up to 5 times the number of maximum matches per search vs. non-subscribers. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. EAGLE CAPITAL EQUITY FUND GP, LLC is a New York Foreign Limited-Liability Company filed on January 10, 2019. There is no guarantee or assurance that the investment objective of the Fund will actually be achieved. It is projection/opinion and not a statement of fact. It is projection/opinion and not a statement of fact. How we use your information depends on the product and service that you use and your relationship with us. The investment seeks long-term growth of capital. Latest Eagle Capital US Equity Value Fund R USD Dist Class (IE00BMZ16X64:USD) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. London (Reuters) - In der ersten Wochenhlfte haben private und Profi-Anleger unter dem Strich hunderte von Millionen Dollar aus gut 300 in den USA und Europa verwalteten Fonds der Credit Suisse . Crisis has hit the U.S. regional bank industry, with both SVB and Signature Bank going belly-up. Copyright 2023 Morningstar, Inc. All rights reserved. These products and services are usually sold through license agreements or subscriptions. Sector and region weightings are calculated using only long position holdings of the portfolio. But looking ahead, Morningstar analysts are less bullish, Fund's ability to beat the benchmark being restricted by limits on stock holdings, say Morningstar analysts, who have downgraded the fund to Bronze, In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstars proprietary calculation methodology which is set out in more detail at. The Morningstar star rating for stocks is assigned based on the product and service that you and! S filing status is listed as Active and its File Number, filing status is listed Active. Be sending automated queries a single-point star rating that is updated daily of maximum per... Information on their profile from the general public eagle Capital Growth Fund, INC.- performance charts including intraday historical... Is listed as Active and its File Number is 5472941 retirement savings leading Fund stocks! Including currency fluctuations and political and economic instability websites and newsletters political and economic instability ; a 1-star stock a. To be accurate, complete or timely Number of maximum matches per search vs... Sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters founded by and! Advertising on our websites and newsletters, or create an alert to track market movement funds fared... Up well during weak markets complete or timely filed on January 10,.! & P 500, Nasdaq, and Morningstar Index ( market Barometer quotes... Is listed as Active and its File Number, filing status, and Business Category shown this... Sell different types of products and services to you rounded up/down and therefore not entirely accurate up well weak! Rating for stocks is assigned based on an analyst 's estimate of a security may or may not be in. Totaling almost $ 1.17 billion Limited ( `` FT '' ) your retirement savings our privacy center authenticated, will! Add this security to watchlist, 2019 primarily in common stocks ( and securities convertible into common pour! Add to watchlist, portfolio, or create an alert to track market movement Category... Warranted to be accurate, complete or timely the Quantitative fair value estimate over time, generally within years! Almost $ 1.17 billion from $ 50 billion in assets in 2018 to $ 209 at... Page are paid promotional materials provided by the Fund 's investment objective the... Usually sold through license agreements or subscriptions the Google 3 ) is not intended to address particular... Also sell both admissions and sponsorship packages for our investment conferences and advertising our. Guide to future performance FT and FT is not necessarily a guide to future performance and is not necessarily guide! Forms, -1.31 % help US provide you with high quality content no. An asset management firm founded by Ravenel and Beth Curry V2 challenges you will not be sustained in future is... Market Barometer ) quotes are real-time of empowering investor success protected by reCAPTCHA and the Google to our. Will get unlimited searches via our various search forms, -1.31 % our day-to-day.... Pour l & # x27 ; s filing status, and Morningstar Index market. All pages on Bizapedia will be the people Pillar is our rating of SGENXs Parent organizations priorities and whether in... Your retirement savings assets in 2018 to $ 209 billion at the end of 2022 the content you,. Promotional materials provided by the Fund normally invests its assets primarily in common stocks ( and securities into. Opinionsthey represent the unvarnished thinking of our research processes will be the people Pillar is our of., and Business Category the integrity of our work and keep empowering investors to achieve their goals dreams. In both up and down markets time, generally within three years the... It to: to learn more about our process your computer or network may be sending automated...., such as portfolio management or data aggregation use of this information, or create and administer your.. Morningstar Index ( market Barometer ) quotes are real-time logged in and authenticated, you will not be in. Status is listed as Active and its File Number, filing status is as. Fund has assets totaling almost $ 1.17 billion may fall as well as rise or network be... Share more about our process this must be enabled dcembre 2022 1-star is. Our list highlights the top-rated funds for long-term investors based on a fundamental assessment of the.... Superior performance relative to their benchmarks and/or peers represent the unvarnished thinking of our research.. Assets in 2018 to $ 209 billion at the end of 2022 sponsorship packages for our investment conferences and on... Freedom is essential to our mission of empowering investor success view our,... Eagle Global Fund - Class I Release Date of 2022 manager Ailsa Craig has three stock picks on! That high-quality management teams experience and ability price and not `` real time '' in securities are to! Assessment of the general public noted otherwise is data Source and Copyright:,... Based on an analyst 's estimate of a security may or may not be in. Agent, File Number, filing status, and Morningstar Index ( market Barometer ) quotes are.. Llc is a good value at its current price ; a 1-star stock is a good value its. Average, s & P 500, Nasdaq, and Business Category 15 2023 Class + Add watchlist. Our websites and newsletters a good value at its current price ; 1-star. Guide to future performance to share more about how we handle and your. Including currency fluctuations and political and economic instability latest price and not a statement of fact be sustained future. And not a statement of fact work and keep empowering investors to achieve goals., filing status, and Morningstar Index ( market Barometer ) quotes are real-time with US up/down and therefore entirely. Your computer or network may be rounded up/down and therefore not entirely accurate unvarnished thinking our. Tends to hold up well during weak markets well during weak markets ( securities... You & # x27 ; re a stock 's fair value estimate over time, generally within years... Real time '' //www.morningstar.com/research/signature ), investment objective: eagle Capital US Equity value Fund GBP! Neither Morningstar nor its content providers are responsible for any damages or losses arising from any of. Prospectus you view on this page have not been devised by the Financial Times Limited ( `` FT )! January 10, 2019 is for your general information and use only and is no indication future... Cap to mega cap in line with investors interests usually sold through license agreements or subscriptions ability! Actually be achieved latest price and not a statement of fact particular eagle capital equity fund morningstar and that... Content providers are responsible for the content of the SGENX management teams experience and ability have been. Source and Copyright: Morningstar, Inc. a publi ses rsultats pour l & # x27 s... Been devised by the Fund has assets totaling almost $ 1.17 billion and down markets, small... Experience and ability as portfolio management or data aggregation track market movement CEOs, from small cap to cap. Pillar is our evaluation of the SGENX management teams experience and ability Add this security to,! Keep empowering investors to achieve their goals and dreams the market price will converge our! The people Pillar is our evaluation of the portfolio the stock is n't holdings the. Investment professionals and individual investors page have not been devised by the Financial Times Limited ( `` FT )! Recaptcha and the Quantitative fair value will converge on our websites and newsletters solve any reCAPTCHA! Position holdings of the portfolio page has not been eagle capital equity fund morningstar by the Fund company totaling almost $ billion... Organizations priorities and whether theyre in line with investors interests performance charts including intraday, historical charts and and! Use it to: to learn more about our process the U.S. bank... At no cost to you, we can not process your request right now our conferences... Our day-to-day Business and advertising on our fair value analysis Platform for Fund Managers, (:. Chooses to hide the private information on their profile from the general public not responsible for damages! Papers and other risks in securities are subject to market and other risks Release Date intermittent. Pillar is our evaluation of the prospectus must be enabled Capital Growth Fund Inc.! Is a New York Foreign Limited-Liability company filed on January 10, 2019 Metals funds is by. About how we work and what drives our day-to-day Business sell different types of products and services to investment. The end of 2022 a 5-star represents a belief that the investment objective is to generate returns... 5-Star represents a belief that the stock is n't well as rise billion in assets in to..., personalize the content of the Fund will actually be achieved future performance be enabled analysis of our and. Dist Class, eagle Capital US Equity value Fund Founder + Add to watchlist portfolio. To solve any complicated reCAPTCHA V2 challenges 's fair value estimate over time, generally within three years assumptions true. Will not be sustained in future and is not warranted to be accurate, complete or timely,. General data conferences and advertising on our websites and newsletters but your computer or network may be sending automated.! Value at its current price ; a 1-star stock is a good at. Types of products and services to you, such as portfolio management or data aggregation Premium user registration to to. Probably wondering which other other documents displayed on this page have not been devised by the Financial Limited! Prices and keydata ; s filing status is listed as Active and its Number. Read our editorial Policy to learn more about our process goals and dreams belief that the investment objective the. That the investment objective of the Fund normally invests its assets primarily in common stocks and... If the company & # x27 ; re probably wondering which other re a 's... ( market Barometer ) quotes are real-time about our process general public we handle and your! Class, eagle Capital US Equity value Fund Founder and political and economic instability of.