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Upturn AI SWOT - About
Eagle Capital Growth Fund Inc (GRF)
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Upturn Advisory Summary
04/01/2025: GRF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -16.25% | Avg. Invested days 51 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.10M USD | Price to earnings Ratio 7.04 | 1Y Target Price - |
Price to earnings Ratio 7.04 | 1Y Target Price - | ||
Volume (30-day avg) 2786 | Beta 0.47 | 52 Weeks Range 8.85 - 11.24 | Updated Date 04/2/2025 |
52 Weeks Range 8.85 - 11.24 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.4 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 576.28% | Operating Margin (TTM) 37.29% |
Management Effectiveness
Return on Assets (TTM) 0.5% | Return on Equity (TTM) 12.49% |
Valuation
Trailing PE 7.04 | Forward PE - | Enterprise Value 33409180 | Price to Sales(TTM) 40.67 |
Enterprise Value 33409180 | Price to Sales(TTM) 40.67 | ||
Enterprise Value to Revenue 6.74 | Enterprise Value to EBITDA - | Shares Outstanding 3967840 | Shares Floating - |
Shares Outstanding 3967840 | Shares Floating - | ||
Percent Insiders 13.95 | Percent Institutions 2.25 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Eagle Capital Growth Fund Inc
Company Overview
History and Background
Eagle Capital Growth Fund, Inc. is a closed-end management investment company. It was founded to seek long-term capital appreciation by investing primarily in equity securities of companies believed to have above-average growth potential.
Core Business Areas
- Investment Management: Manages a portfolio of publicly traded equity securities, focusing on identifying and investing in growth companies.
Leadership and Structure
The Fund is managed by its investment advisor, Eagle Capital Management, LLC. Information about specific executive leadership is not readily available without access to subscription-based financial databases. It is structured as a closed-end fund.
Top Products and Market Share
Key Offerings
- Investment Portfolio: A diversified portfolio of growth stocks. Precise market share data is unavailable as a single fund's performance doesn't directly translate to market share in the overall investment management industry. Competitors include other growth-focused mutual funds and ETFs from companies like Vanguard, Fidelity, and T. Rowe Price.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, characterized by a large number of firms offering a wide range of investment products and services. Growth investing is a popular strategy, but performance is heavily influenced by market conditions and stock selection.
Positioning
Eagle Capital Growth Fund is positioned as a growth-oriented investment option. Competitive advantages would be any unique investment process or superior stock-picking ability.
Total Addressable Market (TAM)
The TAM for investment management is trillions of dollars globally. Eagle Capital Growth Fund's positioning within this TAM is small, focusing on a niche of growth stocks.
Upturn SWOT Analysis
Strengths
- Experience in growth stock investing
- Potential for high returns in favorable market conditions
Weaknesses
- Potential for underperformance in value-oriented markets
- Subject to market volatility
- Lack of publicly available transparency on precise holdings and strategy details
Opportunities
- Growing interest in growth stocks among investors
- Expansion into new investment areas or strategies
Threats
- Increased competition from other investment funds
- Market downturns
- Changes in investor sentiment
Competitors and Market Share
Key Competitors
- VUG
- IVW
- QQQ
Competitive Landscape
Eagle Capital Growth Fund is a small player compared to major index funds. Its success hinges on outperforming benchmark growth indices through superior stock selection.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth would be reflected in the fund's NAV performance over time. Specific data not available without a subscription.
Future Projections: Future growth is dependent on market conditions and the fund's investment decisions. Analyst estimates are not typically available for individual closed-end funds.
Recent Initiatives: Information on recent strategic initiatives would be found in the fund's reports or press releases. Specifics not available without a subscription.
Summary
Eagle Capital Growth Fund is a closed-end fund aiming for long-term capital appreciation through growth stock investments. Its performance is subject to market volatility and competition from larger funds. While the fund is a niche player in the broader investment landscape, it is dependent on its success in stock picking. Access to more information requires a subscription-based financial database. Specific financials are needed to assess its overall strength.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website (if available)
- Yahoo Finance
- Subscription-based financial databases (for detailed data, access not available)
Disclaimers:
The information provided is based on publicly available information and limited due to lack of financial subscription access. It is not financial advice. Market share numbers are estimates based on total AUM and the index funds mentioned above. Actual market share may be different.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eagle Capital Growth Fund Inc
Exchange NYSE MKT | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 2004-01-23 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eagle Capital Growth Fund, Inc. is a closed-end equity mutual fund launched and managed by Sims Capital Management LLC. The fund invests in the public equity markets of the United States. It makes its investments in the stocks of companies operating across diversified sectors. The fund benchmarks the performance of its portfolio against the S&P 500 Index. It was previously known as NAIC Growth Fund, Inc. Eagle Capital Growth Fund, Inc. was formed on April 11, 1989 and is domiciled in the United States.
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