Morningstar

Carillon ClariVest International Stock Fund Class C EISDX

Morningstar Medalist Rating
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Medalist Rating as of See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return $35.38  /  −0.23 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 1.970%
  • Net Expense Ratio 1.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.87%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis EISDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carillon ClariVest Intl Stock C 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 EISDX

More EISDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.92 72M
Technology

U.S. Bank Money Market Deposit Account

4.16 61M
Cash and Equivalents

Samsung Electronics Co Ltd

3.42 50M
Technology

SK hynix Inc

2.73 40M
Technology

ASML Holding NV

1.78 26M
Technology

MediaTek Inc

1.41 21M
Technology

Repsol SA

1.37 20M
Energy

Lenovo Group Ltd

1.32 19M
Technology

Takeda Pharmaceutical Co Ltd

1.25 18M
Healthcare

Novartis AG Registered Shares

1.11 16M
Healthcare

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