February 24, 2017 6:20 PM 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: 49
Principal Financial Officer and Treasurer
Age: 38
Chief Compliance Officer and Secretary
Age: 42
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2016.

Eagle Capital Appreciation Fund Key Developments

Eagle Capital Appreciation Fund, Special/Extraordinary Shareholders Meeting, Sep 26, 2016

Eagle Capital Appreciation Fund, Special/Extraordinary Shareholders Meeting, Sep 26, 2016, at 10:00 US Eastern Standard Time. Location: 880 Carillon Parkway St. Petersburg, FL 33716 United States Agenda: To elect Trustees.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Eagle Capital Appreciation Fund, please visit eagleasset.com/caf.htm. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.