March 01, 2015 7:32 AM ET

Capital Markets

Company Overview of Eagle Capital Appreciation Fund

Company Overview

Eagle Capital Appreciation Fund is an open-ended equity mutual fund launched and managed by Eagle Asset Management, Inc. It is co-managed by ClariVest Asset Management LLC. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across all market capitalizations with a focus on mid-cap and large-cap companies. It employs a combination of fundamental and quantitative analysis with a bottom-up stock selection approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 1000 Growth Index. It was formerly known as Heritage...

880 Carillon Parkway

St. Petersburg, FL 33716

United States

Founded in 1985





Key Executives for Eagle Capital Appreciation Fund

Principal Executive Officer
Age: 47
Age: 58
Principal Financial Officer and Treasurer
Age: 36
Chief Compliance Officer and Secretary
Age: 40
Portfolio Manager
Compensation as of Fiscal Year 2014.

Eagle Capital Appreciation Fund Key Developments

Eagle Capital Appreciation Fund, Special/Extraordinary Shareholders Meeting, Jun 03, 2013

Eagle Capital Appreciation Fund, Special/Extraordinary Shareholders Meeting, Jun 03, 2013., at 10:00 US Eastern Standard Time. Location: 880 Carillon Parkway. Agenda: To elect a trustee to the fund’s board of trustees; to approve the subadvisory agreement between Eagle and ClariVest Asset Management LLC; and To consider and act upon any other business that may properly come before the Meeting or any adjournments thereof.

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