Eagle Small Correlations

Mutual Funds . USA . 
Fund . Eagle Small Cap
HRSCX Fund  USD 20.87  0.30  1.46%   
The current 90-days correlation between Eagle Small Cap and Calvert Global Energy is 0.02 (i.e., Significant diversification). The correlation of Eagle Small 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 Small Correlation With Market

Good diversification

The correlation between Eagle Small Cap and DJI is -0.16 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Eagle Small Cap 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 Small Cap. 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 main economic indicators.

Moving together with Eagle Mutual Fund

  0.96CWFIX Chartwell Short DurationPairCorr
  0.97CWFCX Carillon Chartwell ShortPairCorr
  0.97CWFAX Chartwell Short DurationPairCorr
  0.97CWFRX Carillon Chartwell ShortPairCorr
  0.97HIGCX Eagle Growth IncomePairCorr
  0.96HIGJX Eagle Growth IncomePairCorr
  0.96HIGUX Eagle Growth IncomePairCorr
  0.96CWSHX Carillon Chartwell SmallPairCorr
  0.98CWSAX Carillon Chartwell SmallPairCorr
  0.98CWSBX Carillon Chartwell SmallPairCorr
  0.62CWSWX Carillon Chartwell SmallPairCorr
  0.96CWSRX Columbia Large CapPairCorr
  0.76SUBDX Carillon Reams UnconPairCorr
  0.73SCPDX Carillon Reams CorePairCorr
  0.73SCPWX Carillon Reams CorePairCorr
  0.98UMBMX Scout Mid CapPairCorr
  0.98UMBHX Scout Small CapPairCorr
  0.69BERSX Carillon Chartwell RealPairCorr
  0.93BERIX Berwyn IncomePairCorr
  0.99BERCX Berwyn CornerstonePairCorr
  0.73HRCCX Eagle Capital ApprecPairCorr
  0.99HRCIX Eagle Capital ApprecPairCorr
  0.68HRAUX Eagle Mid CapPairCorr
  0.64HRCUX Eagle Capital ApprecPairCorr
  0.68HAGCX Eagle Mid CapPairCorr
  0.73HSCCX Eagle Small CapPairCorr
  0.98HSIIX Eagle Small CapPairCorr
  0.76EISVX Eagle International StockPairCorr
  0.97EISIX Eagle International StockPairCorr
  0.98EISDX Eagle International StockPairCorr
  0.96EISAX Eagle International StockPairCorr
  0.65CSMUX Carillon Scout MidPairCorr
  0.67CSSJX Carillon Scout SmallPairCorr
  1.0VSGAX Vanguard Small CapPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Eagle Mutual Fund performing well and Eagle Small 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 Small'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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