Skip to Content
Morningstar

Carillon ClariVest Intl Stock Y EISYX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 414.8 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.56%
  • Turnover 7%

Morningstar’s Analysis EISYX

Will EISYX outperform in 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 EISYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EISYX 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 EISYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Carillon ClariVest Intl Stock Y's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EISYX

More EISYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI India ETF

3.64 14.6 Mil
—

Novo Nordisk A/S Class B

2.59 10.4 Mil
Healthcare

U.S. Bank Money Market Deposit Account

2.53 10.1 Mil
Cash and Equivalents

3i Group Ord

2.34 9.4 Mil
Financial Services

ASML Holding NV

2.25 9.0 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.06 8.3 Mil
Technology

Samsung Electronics Co Ltd

1.63 6.5 Mil
Technology

Trip.com Group Ltd

1.62 6.5 Mil
Consumer Cyclical

Intesa Sanpaolo

1.60 6.4 Mil
Financial Services

Hyundai Motor Co

1.56 6.2 Mil
Consumer Cyclical