Eagle Boston Investment Management is a wholly owned subsidiary of Eagle Asset Management
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Large Cap Core
Eagle's Large Cap Core program combines an aggressive stock-selection model with a disciplined approach to portfolio construction and trading in an effort to deliver consistent alpha to clients.
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Portfolio Characteristics
| Typical market capitalization |
Benchmark |
Account minimum |
Typical turnover |
Typical number
of holdings |
| $4 billion or greater |
S&P 500 Index |
$100,000 |
< 100% |
60 to 100 |
Quarterly Performance1 (as of March 31, 2013)
| |
1st Qtr |
2nd Qtr |
3rd Qtr |
4th Qtr |
Annual |
S&P 500 |
| |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Index |
| 2002 |
-2.22% |
-2.67% |
-12.87% |
-13.36% |
-14.84% |
-15.36% |
9.06% |
8.52% |
-20.88% |
-22.55% |
-22.12% |
| 2003 |
-5.28% |
-5.75% |
19.42% |
18.84% |
3.02% |
2.50% |
12.54% |
11.98% |
31.15% |
28.56% |
28.69% |
| 2004 |
0.30% |
-0.21% |
4.00% |
3.48% |
-1.82% |
-2.32% |
13.24% |
12.68% |
15.97% |
13.66% |
10.87% |
| 2005 |
-1.84% |
-2.34% |
0.49% |
-0.02% |
0.32% |
-0.14% |
1.85% |
1.35% |
0.78% |
-1.19% |
4.89% |
| 2006 |
4.67% |
4.20% |
-1.83% |
-2.28% |
8.25% |
7.76% |
5.75% |
5.27% |
17.62% |
15.51% |
15.80% |
| 2007 |
-0.78% |
-1.21% |
7.10% |
6.64% |
0.69% |
0.25% |
-4.82% |
-5.23% |
1.84% |
0.09% |
5.49% |
| 2008 |
-7.31% |
-7.71% |
-6.74% |
-7.15% |
-6.75% |
-7.16% |
-23.71% |
-24.09% |
-38.50% |
-39.61% |
-37.00% |
| 2009 |
-6.91% |
-7.38% |
21.04% |
20.50% |
15.55% |
15.02% |
3.10% |
2.61% |
34.23% |
31.72% |
26.46% |
| 2010 |
5.81% |
5.32% |
-12.17% |
-12.56% |
8.98% |
8.48% |
10.90% |
10.39% |
12.32% |
10.28% |
15.06% |
| 2011 |
6.50% |
6.02% |
-0.73% |
-1.18% |
-13.48% |
-13.90% |
9.02% |
8.53% |
-0.28% |
-2.10% |
2.12% |
| 2012 |
13.17% |
12.67% |
-3.28% |
-3.71% |
6.61% |
6.12% |
-0.25% |
-0.75% |
16.40% |
14.27% |
15.99% |
| 2013* |
11.90% |
11.41% |
— |
— |
— |
— |
— |
— |
11.90% |
11.41% |
10.61% |
Compounded, Annualized Rates of Return Net of Fees (as of March 31, 2013)
| Year |
Percentage |
$100,000 Compounded |
| 1 |
12.99% |
$112,993 |
| 3 |
9.28% |
$130,507 |
| 5 |
3.45% |
$118,472 |
| 10 |
6.83% |
$193,649 |
| Since Inception (Jan. 1, 1976) |
11.50% |
$5,778,030 |
*The quarterly return is for the Large Cap Core composite managed by Richard Skeppstrom et al from 2002 through the fourth quarter of 2012. Thereafter, the quarterly return is for the Large Cap Core composite managed by Eagle’s San Diego-based team.
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