Morningstar

Carillon Scout Mid Cap Fund Class A CSMEX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return 27.01  /  −0.44 %
  • Total Assets 4.1B
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.17%
  • Turnover 57%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 1:07 AM GMT+0

Morningstar’s Analysis CSMEX

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

  • People Pillar

    The People Pillar is our evaluation of the CSMEX 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 CSMEX’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 A 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
Rated on Published on

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Portfolio Holdings CSMEX

More CSMEX 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
Sector

ATI Inc

2.10 90M
Industrials

FTAI Aviation Ltd

1.82 78M
Industrials

Cenovus Energy Inc

1.74 74M
Energy

Viper Energy Inc Ordinary Shares - Class A

1.72 74M
Energy

Quanta Services Inc

1.66 71M
Industrials

WEC Energy Group Inc

1.60 68M
Utilities

Huntington Bancshares Inc

1.58 68M
Financial Services

Agilent Technologies Inc

1.56 67M
Healthcare

MACOM Technology Solutions Holdings Inc

1.53 65M
Technology

Ciena Corp

1.50 64M
Technology

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