Eagle Boston Investment Management is a wholly owned subsidiary of Eagle Asset Management
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Small/Mid Cap Core
Smaller, less visible companies with unique business concepts or niche products are often reasonably priced and ripe for growth. Eagle's Small/Mid Cap Core team views investment decisions as if we were private buyers of a company. In other words, we want to own businesses (not just their numbers), which means focusing on firms that maintain sustainable competitive advantages within their industry.
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Portfolio Characteristics
| Typical market capitalization |
Benchmark |
Account Minimum |
Typical turnover |
Typical Number
of holdings |
| $500 million to $7 billion |
Russell 2500 Index |
$100,000 |
Typically less than 150% |
50 to 70 |
Quarterly Performance1 (as of December 30, 2011)
| |
1st Qtr |
2nd Qtr |
3rd Qtr |
4th Qtr |
Annual |
Russell |
| |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Gross |
Net |
2500 |
| 2000 |
12.53% |
12.00% |
-1.00% |
-1.46% |
1.82% |
1.33% |
3.25% |
2.75% |
17.12% |
14.91% |
4.27% |
| 2001 |
-6.22% |
-6.70% |
15.29% |
14.71% |
-11.64% |
-12.10% |
18.12% |
17.51% |
12.84% |
10.55% |
1.22% |
| 2002 |
4.82% |
4.24% |
-9.48% |
-9.98% |
-14.87% |
-15.42% |
1.27% |
0.75% |
-18.20% |
-20.04% |
-17.78% |
| 2003 |
-1.77% |
-2.27% |
14.13% |
13.57% |
3.40% |
2.89% |
11.93% |
11.37% |
29.75% |
27.18% |
45.50% |
| 2004 |
4.19% |
3.69% |
2.25% |
1.74% |
0.74% |
0.23% |
12.32% |
11.76% |
20.54% |
18.17% |
18.30% |
| 2005 |
-1.74% |
-2.21% |
3.93% |
3.43% |
6.78% |
6.31% |
3.49% |
2.98% |
12.85% |
10.73% |
8.09% |
| 2006 |
7.61% |
7.18% |
-2.93% |
-3.33% |
0.01% |
-0.42% |
5.30% |
4.87% |
10.01% |
8.20% |
16.17% |
| 2007 |
4.67% |
4.24% |
9.06% |
8.63% |
2.44% |
2.04% |
0.86% |
0.47% |
17.94% |
16.09% |
1.38% |
| 2008 |
-11.00% |
-11.36% |
3.55% |
3.14% |
-10.42% |
-10.76% |
-21.11% |
-21.44% |
-34.87% |
-35.91% |
-36.78% |
| 2009 |
-10.72% |
-11.07% |
15.50% |
15.07% |
12.82% |
12.40% |
6.15% |
5.76% |
23.49% |
21.65% |
34.38% |
| 2010 |
4.82% |
4.44% |
-7.97% |
-8.29% |
10.55% |
10.16% |
14.67% |
14.28% |
22.29% |
20.58% |
26.70% |
| 2011 |
7.99% |
7.62% |
-1.73% |
-2.07% |
-20.30% |
-20.57% |
10.07% |
9.69% |
-6.91% |
-8.17% |
-2.51% |
Compounded, Annualized Rates of Return Net of Fees (as of December 30, 2011)
| Year |
Percentage |
$100,000 Compounded |
| 1 |
-8.17% |
$91,829 |
| 3 |
10.44% |
$134,694 |
| 5 |
0.04% |
$100,220 |
| 10 |
3.74% |
$144,309 |
| Since Inception (July 1, 1997) |
7.27% |
$276,752 |
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