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Upturn AI SWOT - About
Eagle Capital Growth Fund Inc (GRF)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 3.12% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.12M USD | Price to earnings Ratio 7.04 | 1Y Target Price - |
Price to earnings Ratio 7.04 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 8.57 - 11.24 | Updated Date 06/29/2025 |
52 Weeks Range 8.57 - 11.24 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.90% | 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) 40.69 |
Enterprise Value 33409180 | Price to Sales(TTM) 40.69 | ||
Enterprise Value to Revenue 6.74 | Enterprise Value to EBITDA - | Shares Outstanding 3967840 | Shares Floating - |
Shares Outstanding 3967840 | Shares Floating - | ||
Percent Insiders 14.16 | Percent Institutions 2.23 |
Upturn AI SWOT
Eagle Capital Growth Fund Inc
Company Overview
History and Background
Eagle Capital Growth Fund Inc. (GRF) is a closed-end management investment company that has been in operation since 1986. The fund focuses on long-term capital appreciation by investing primarily in small and medium-sized growth companies.
Core Business Areas
- Investment Management: Manages a portfolio of investments with the objective of long-term capital appreciation.
- Securities Trading: Actively trades securities to optimize portfolio performance.
Leadership and Structure
The fund is managed by an investment advisor and has a board of directors that oversees its operations and investment strategy.
Top Products and Market Share
Key Offerings
- Investment Portfolio: A diversified portfolio of stocks focused on small and mid-cap growth companies. Market share is not directly applicable to closed-end funds. Competitors include other small-cap and mid-cap growth funds.
Market Dynamics
Industry Overview
The closed-end fund industry is competitive, with numerous funds vying for investor capital. Performance is driven by market conditions and stock-picking ability.
Positioning
Eagle Capital Growth Fund Inc. positions itself as a specialized investor in small and medium-sized growth companies, seeking long-term capital appreciation.
Total Addressable Market (TAM)
The total addressable market for asset management is immense, encompassing trillions of dollars. Eagle Capital Growth Fund Inc targets a niche within the small and mid-cap growth segment of that TAM.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Long-term investment horizon
- Focus on small and mid-cap growth companies
- Established track record
Weaknesses
- High expense ratio compared to some ETFs
- Small AUM relative to larger funds
- Subject to market volatility
Opportunities
- Potential for outperformance in a rising small-cap market
- Attract new investors seeking growth opportunities
- Expand investment strategies to include other asset classes
Threats
- Market downturns negatively impacting portfolio value
- Increased competition from ETFs and other investment vehicles
- Changes in investor sentiment towards small-cap stocks
Competitors and Market Share
Key Competitors
- IWM
- VB
- VBR
Competitive Landscape
Eagle Capital Growth Fund Inc. competes with a wide range of investment vehicles, including other closed-end funds, ETFs, and mutual funds. Its competitive advantage lies in its specialized focus on small and mid-cap growth stocks and its experienced management team. However, larger competitors may have lower expense ratios.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market conditions and the fund's investment performance. Data can be gleaned from the public annual report
Future Projections: Future projections are dependent on market conditions and analyst estimates. These are not readily available.
Recent Initiatives: Recent initiatives include portfolio adjustments and investor outreach programs. This is available in public disclosures.
Summary
Eagle Capital Growth Fund Inc. is a specialized investment fund focused on small and mid-cap growth companies. Its strengths include an experienced management team and a long-term investment horizon, but it faces challenges from market volatility and competition from larger funds. The fund needs to navigate market downturns carefully and find ways to attract new investors. Its historical growth and future projections largely depend on the underlying performance of the small and mid-cap market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, Company annual reports, Market data providers (Yahoo Finance, Bloomberg)
- Finviz
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor. Market share estimates are approximate.
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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