Morningstar

Carillon Scout Mid Cap Fund Class R-6 CSMUX

Morningstar Medalist Rating
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Medalist Rating as of See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return $26.34  /  −0.49 %
  • Fund Size $4.0B
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.55%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis CSMUX

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

  • People Pillar

    The People Pillar is our evaluation of the CSMUX 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 CSMUX’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 R-6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CSMUX

More CSMUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cenovus Energy Inc

2.24 89M
Energy

Agilent Technologies Inc

2.18 86M
Healthcare

ATI Inc

1.88 75M
Industrials

Marathon Petroleum Corp

1.71 68M
Energy

WEC Energy Group Inc

1.67 66M
Utilities

Viper Energy Inc Ordinary Shares - Class A

1.65 65M
Energy

Quanta Services Inc

1.60 63M
Industrials

Encompass Health Corp

1.59 63M
Healthcare

Stag Industrial Inc

1.48 59M
Real Estate

Huntington Bancshares Inc

1.46 58M
Financial Services

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