Eagle Family of Funds has a dedicated team that focuses on the Defined Contribution-Investment Only (DC-IO) marketplace.
The Defined Contribution-Investment Only business refers to investment-management mandates awarded within qualified retirement plans such as 401(k), 403(b) and 457 plans.
Eagle Funds offers high-end boutique products that specialize in asset classes that many consider critical to the average 401(k) participant, focusing on the capacity-constrained or performance-challenged areas of small and mid growth. In addition, we have niche products in the large growth, large blend, small core and foreign large blend asset classes.
We employ a diverse and seasoned team of in-house fund managers, as well as some very notable external sub-advisors, including Goldman Sachs Asset Management and Artio Global Investors.
Our managers seek competitive performance and positive alpha, and employ risk-management policies that generally pursue lower betas and standard deviations: a good fit for any retirement plan.
We offer all eight Eagle Funds in A, I, R3 and R5 share classes with no current capacity constraints, as well as an R-6 share class in five funds.
You will also find information on funds here in the Eagle Family of Funds Fund Guide.