Morningstar

Carillon Scout Mid Cap Fund Class I UMBMX

Morningstar Medalist Rating
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Medalist Rating as of See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return $26.65  /  +0.30 %
  • Fund Size $4.1B
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.46%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis UMBMX

Will UMBMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UMBMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UMBMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UMBMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carillon Scout Mid Cap I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings UMBMX

More UMBMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Huntington Bancshares Inc

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Ciena Corp

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