Morningstar

Carillon Eagle Mid Cap Growth Fund Class C HAGCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $46.88  /  +0.93 %
  • Fund Size $4.3B
  • Adjusted Expense Ratio 1.750%
  • Net Expense Ratio 1.750%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

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.

Doesn’t stand out.

Analyst David Carey

David Carey

Analyst

Summary

Carillon Eagle Mid Cap Growth’s adequate team uses a pedestrian approach, warranting Average People and Process ratings.

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 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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LPL Financial Holdings Inc

1.84 83M
Financial Services

Teradyne Inc

1.78 80M
Technology

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