Eagle Mid Cap Stock Fund

Mid-sized companies are often more stable than start-up companies and could provide suitable investors with less market risk while seeking growth potential. Companies in this market cap arena may be small enough to be unnoticed by analysts and business editors, yet large enough to have the critical mass to continue gaining market share.

Affiliated Managed Account


Fund Facts (as of )

Share Class

Symbol

CUSIP

Inception

Class A

HMCAX

269858866

11/6/97

Class C

HMCCX

269858858

11/6/97

Class I1

HMCJX

269858841

6/6/06

Class R32

HMRRX

269858833

8/10/06

Class R52

HMRSX

269858825

10/2/06

Class R62

HMRUX

269858486

8/15/11

(1) Class I shares are available for qualified institutions and individual investors purchasing shares for their own account with a minimum initial investment of $2,500,000. Qualified institutions include corporations, banks, insurance companies, endowments, foundations and trusts.

(2) Class R-3, R-5 and R-6 shares are available for purchase through eligible employer sponsored retirement plans (including 401(k) plans, 403(b) plans, 457 plans and profit-sharing plans) in which the employer, plan sponsor or other administrator ("Plan Administrator") has entered into an agreement with the Distributor.


Total net assets

Total number of holdings

Benchmark

S&P MidCap 400 Index

Initial minimum investment

$1,000†

Retirement account minimum

$500†

Subsequent investment

No minimum

† Shareholders may establish an automatic investment plan with an initial investment of $50 and subsequent investments of $50 per month.