A veteran team handles Carillon Eagle Mid Cap Growth, but process inconsistency warrants a Morningstar Analyst Rating of Neutral.
Will HAREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HAREX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HAREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HAREX’s parent organization’s priorities and whether they’re in line with investors’ interests.