Eagle Capital Correlations

Mutual Funds . USA . 
Fund . Eagle Capital Appreciation
HRCUX Fund  USD 63.99  0.40  0.63%   
The current 90-days correlation between Eagle Capital Apprec and Wells Fargo Diversified is 0.08 (i.e., Significant diversification). The correlation of Eagle Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Eagle Capital Correlation With Market

Significant diversification

The correlation between Eagle Capital Appreciation and DJI is 0.01 (i.e., Significant diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Eagle Capital Appreciation and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Eagle Capital Appreciation. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in employment.

Moving together with Eagle Mutual Fund

  0.83CWFCX Carillon Chartwell ShortPairCorr
  0.84CWFAX Chartwell Short DurationPairCorr
  0.84CWFRX Carillon Chartwell ShortPairCorr
  0.72HIGCX Eagle Growth IncomePairCorr
  0.82HIGJX Eagle Growth IncomePairCorr
  0.82HIGUX Eagle Growth IncomePairCorr
  0.78CWSIX Chartwell Small CapPairCorr
  0.66CWSGX Chartwell Small CapPairCorr
  0.8CWSHX Carillon Chartwell SmallPairCorr
  0.8CWSCX Carillon Chartwell SmallPairCorr
  0.82CWSAX Carillon Chartwell SmallPairCorr
  0.66CWSBX Carillon Chartwell SmallPairCorr
  0.81CWSWX Carillon Chartwell SmallPairCorr
  0.67CWSRX Columbia Large CapPairCorr
  0.62SUBFX Scout Unconstrained BondPairCorr
  0.83UMBMX Scout Mid CapPairCorr
  0.66UMBHX Scout Small CapPairCorr
  0.79BERIX Berwyn IncomePairCorr
  0.67BERDX Carillon Chartwell MidPairCorr
  0.98BERBX Carillon Chartwell MidPairCorr
  0.66BERCX Berwyn CornerstonePairCorr
  0.66BERAX Carillon Chartwell MidPairCorr
  0.84HRCCX Eagle Capital ApprecPairCorr
  1.0HRCIX Eagle Capital ApprecPairCorr
  0.64HRAUX Eagle Mid CapPairCorr
  0.84HRCPX Eagle Capital ApprecPairCorr
  0.71HRCVX Eagle Growth IncomePairCorr
  0.64HRSCX Eagle Small CapPairCorr
  0.64HAGIX Eagle Mid CapPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Eagle Mutual Fund performing well and Eagle Capital Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Eagle Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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