Morningstar

Carillon Eagle Mid Cap Growth Fund Class C HAGCX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return 49.14  /  +1.38 %
  • Total Assets 5.0B
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:55 AM GMT+0

Morningstar’s Analysis HAGCX

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

  • People Pillar

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

Middle of the pack.

Analyst David Carey

David Carey

Analyst

Summary

Carillon Eagle Mid-Cap Growth’s experienced but unexceptional team and undifferentiated approach warrant Average People and Process ratings. Morningstar has changed the way we assess alpha opportunity for funds, which is a key component in our Morningstar Medalist Rating calculation. As such, one of this strategy's Medalist Ratings changed with this update even in the absence of substantial changes to pillar ratings or fund costs.

by David Carey
Rated on Published on

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Portfolio Holdings HAGCX

More HAGCX 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

Datadog Inc Class A

3.04 159M
Technology

U.S. Bank Money Market Deposit Account

2.31 121M
Cash and Equivalents

Viking Holdings Ltd

2.20 115M
Consumer Cyclical

RB Global Inc

2.07 108M
Industrials

Lumentum Holdings Inc

2.04 107M
Technology

Teradyne Inc

2.02 106M
Technology

Casey's General Stores Inc

1.97 103M
Consumer Cyclical

Cloudflare Inc

1.94 101M
Technology

Axon Enterprise Inc

1.82 95M
Industrials

Cencora Inc

1.81 95M
Healthcare

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