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Eagle Capital Growth Fund Inc (GRF)
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Upturn Advisory Summary
01/09/2026: 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.
Analysis of Past Performance
Type Stock | Historic Profit 32.27% | Avg. Invested days 93 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/09/2026 |
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. (ECGF) is a closed-end investment fund. It was incorporated in 1987 and is managed by Eagle Asset Management, Inc. The fund's primary objective is to seek long-term capital appreciation.
Core Business Areas
- Investment Management: The fund's core business is actively managing a portfolio of equity securities, primarily focused on growth-oriented companies. It aims to identify undervalued companies with strong growth potential.
Leadership and Structure
Eagle Capital Growth Fund Inc. is a publicly traded, closed-end fund. Its management team is led by Eagle Asset Management, Inc., which provides investment advisory services. The fund operates under a board of directors.
Top Products and Market Share
Key Offerings
- Equity Portfolio Management: The fund offers investors access to a diversified portfolio of common stocks selected by its management team. The market share is difficult to quantify as it is a closed-end fund operating within the broader asset management industry. Competitors include other actively managed equity funds, both open-end and closed-end, as well as index funds and ETFs.
Market Dynamics
Industry Overview
Eagle Capital Growth Fund Inc. operates within the asset management industry, specifically focusing on actively managed equity investments. This sector is characterized by intense competition, a growing trend towards passive investing (ETFs, index funds), and evolving investor preferences for fee structures and ESG considerations.
Positioning
The fund positions itself as a provider of actively managed growth equity strategies, aiming to outperform market benchmarks over the long term. Its competitive advantage lies in its investment philosophy, experienced management team, and a disciplined approach to stock selection. However, it faces challenges from lower-cost passive investment vehicles.
Total Addressable Market (TAM)
The TAM for actively managed equity funds is substantial, encompassing trillions of dollars in global assets under management. Eagle Capital Growth Fund Inc. operates within the segment of this market that seeks actively managed growth strategies. Its positioning is as a niche player within this broad market.
Upturn SWOT Analysis
Strengths
- Experienced Investment Management Team
- Focus on Long-Term Capital Appreciation
- Disciplined Investment Philosophy
Weaknesses
- Closed-End Structure can lead to trading at a premium or discount to NAV
- Fees associated with active management can be higher than passive options
- Performance is dependent on manager's ability to consistently pick winning stocks
Opportunities
- Periods of market volatility can present opportunities for active managers
- Growth in specific sectors of the economy
- Potential for strategic partnerships or mergers within the asset management industry
Threats
- Increasing popularity of low-cost passive investment vehicles (ETFs, index funds)
- Regulatory changes impacting the financial industry
- Economic downturns and market corrections
- Competition from other actively managed funds
Competitors and Market Share
Key Competitors
- PIMCO Income Strategy Fund III (PIMC)
- BlackRock Science and Technology Trust (BST)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
Eagle Capital Growth Fund Inc. competes with a vast array of investment vehicles offering exposure to equity markets, including other actively managed closed-end funds, open-end mutual funds, and passively managed ETFs. Its advantage lies in its specific growth-oriented investment philosophy, while disadvantages include potential discounts to NAV and the higher fees associated with active management compared to passive strategies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is measured by the increase in Net Asset Value per share over time, driven by the performance of its underlying investments. Market price growth is also a factor, though it can deviate from NAV due to supply and demand dynamics of the closed-end fund shares.
Future Projections: Future projections for a fund like Eagle Capital Growth Fund Inc. are not typically made in the same way as for an operating company. Instead, investor expectations are based on the fund's stated investment strategy, the economic outlook, and the historical performance of its asset class.
Recent Initiatives: Specific recent initiatives for a closed-end fund are usually related to its management, shareholder services, or capital management strategies (e.g., tender offers, share repurchase programs).
Summary
Eagle Capital Growth Fund Inc. is an actively managed closed-end fund focused on long-term capital appreciation through equity investments. Its strengths lie in its experienced management and disciplined approach. However, it faces significant headwinds from the rise of passive investing and potential discounts to Net Asset Value. Continued strong performance and effective cost management will be crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Financial Data Aggregators
- Industry Analysis Reports
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
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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