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Upturn AI SWOT - About
Eagle Capital Growth Fund Inc (GRF)
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Upturn Advisory Summary
06/27/2025: GRF (1-star) is currently NOT-A-BUY. Pass it for now.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.1% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 |
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 seeks long-term capital appreciation through investments in a portfolio of growth companies.
Core Business Areas
- Investment Management: Manages a portfolio of publicly traded companies, primarily focused on those exhibiting growth potential. The fund aims to generate long-term capital appreciation for its shareholders.
Leadership and Structure
Details on specific leadership can be difficult to obtain publicly. Information is typically accessible in official company filings and reports.
Top Products and Market Share
Key Offerings
- Investment Portfolio: The main product is its actively managed portfolio of growth stocks. Specific market share is not applicable, as it is an investment fund, not an operating company. Competitors are other growth-oriented investment funds. Performance is measured by return relative to benchmarks. Competitors: T. Rowe Price Blue Chip Growth Fund, Fidelity Contrafund.
Market Dynamics
Industry Overview
The fund operates in the investment management industry, which is influenced by market conditions, interest rates, investor sentiment, and regulatory changes.
Positioning
Eagle Capital Growth Fund Inc aims to provide above-average returns by investing in companies that are expected to experience rapid growth. Its competitive advantage lies in its stock picking process.
Total Addressable Market (TAM)
The TAM for asset management is trillions of dollars globally. Eagle Capital Growth Fund Inc is positioned to capture a portion of this through its growth-oriented investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Strong Track Record (if applicable, otherwise replace)
- Disciplined Investment Approach
- Long-Term Investment Horizon
Weaknesses
- Concentration Risk (dependent on portfolio holdings)
- Market Volatility Exposure
- Reliance on Key Personnel
- Higher Expense Ratio than some passive funds
Opportunities
- Increasing Demand for Growth Investments
- Expansion into New Markets
- Technological Innovation
- Growing Assets Under Management (AUM)
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Market Corrections
Competitors and Market Share
Key Competitors
- Fidelity Contrafund (FCNTX)
- T. Rowe Price Blue Chip Growth Fund (TRBCX)
- Vanguard Growth Index Fund ETF (VUG)
Competitive Landscape
Eagle Capital Growth Fund Inc competes with numerous other growth-oriented investment funds. Performance depends on the fund manager's expertise in selecting growth stocks. Fees, expense ratios and historical returns are competitive differentiators.
Growth Trajectory and Initiatives
Historical Growth: Discuss historical growth trends using data from SEC filings and various finance information sites, replacing this text.
Future Projections: Provide analyst estimates from reliable sources, replacing this text.
Recent Initiatives: Highlight recent strategic initiatives based on publicly available information, replacing this text.
Summary
Eagle Capital Growth Fund Inc is an investment fund that is focused on long-term growth. A strong management team and disciplined investment approach could bring success. Market volatility is a concern, and fees may be higher compared to passive funds. Recent strategic initiatives are important for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Morningstar
- Yahoo Finance
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change. Seek a professional for investment advice.
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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