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Heritage Capital Appreciation C (HRCCX)

On Feb 9: 20.97 USD  Up 0.24 (1.16%)  
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EAGLE CAPITAL APPRECIATION TRUS Delayed quote dataEdit
Net Asset Value: 20.97
Trade Time: Feb 9
Change: Up 0.24 (1.16%)
Prev Close: 20.73
YTD Return*: 12.62%
Net Assets*: 158.98M
Yield*: N/A
* As of 31-Dec-07
Heritage Capital Appreciation C (HRCCX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 158.98M
Category: Large Growth
Total Expense Ratio: 1.99%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 12.62%
5y Avg Return: 12.77%
Rank in Category (ytd): 1153
% Rank in Category (ytd): 65.96%
Beta (3y): 1.16
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital appreciation. The fund normally invests at least 65% of assets in common stocks selected for their potential to achieve capital appreciation over the long term. It invests primarily in companies that the management believes have established positions in their industries and the potential for favorable long-term returns. The fund may invest up to 100% of assets in high-quality, short-term debt instruments or may take positions that are consistent with its principal investment strategies.
Fund Profile


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