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

Investment Process
Investment
Team
Key Facts
Holdings
Performance
Literature

Daily NAV Pricing as of
Daily prices are usually updated by 6:30pm, Eastern Time, the current business day.

Class Ticker NAV Price $Change %Change
HMCAX
HMCCX
1 HMCJX
2 HMRRX
2 HMRSX
2 HMRUX

 

Fund Returns
Average Annual Total Returns
 

Returns as of the current month end,* (unless otherwise noted)

Class Year to Date*
as of 		1
Year		 5
Year		 10
Year		 Since Inception Inception Date Expense Ratio
Excluding
sales charges		 11/6/97 1.20%
Including
sales charges
Excluding
sales charges		 11/6/97 1.93%
Including
sales charges
*Year-to-date returns are usually updated by 6:30pm, Eastern Time, the current business day.

(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.
Class Year to Date*
as of 		1
Year		 5
Year		 10
Year		 Since Inception Inception Date
1 Excluding
sales charges		 — 6/6/06
2 Excluding
sales charges		 — 8/10/06
2 Excluding
sales charges		 — 10/2/06
2 Excluding
sales charges		 — — — — 8/15/11
*Year-to-date returns are usually updated by 6:30pm, Eastern Time, the current business day.

Performance data quoted represents past performance which does not guarantee future results. The investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Net performance reflects a front-end sales charge or 4.75% for class A shares. A 1% contingent deferred sales charge for class C shares is charged on redemptions made within 12 months of purchase, but not at one year. Performance data quoted reflects reinvested dividends and capital gains. Returns less than one year are not annualized. Current performance may be higher or lower than the performance data quoted.

Investing in small- and mid-cap stocks, international securities, technology companies, and aggressive growth companies may involve additional risks. These risks are described in the fund’s prospectus.

Please contact Eagle Fund Services at 1.800.421.4184 Ext. 73550 for more information.