Most retail SMA platforms for the Eagle Mid Cap Growth strategy will close to new investors on September 30. As of March 31, 2021, total strategy assets were $10.2 billion, with separate accounts representing around $2.5 billion. The Carillon Eagle Mid Cap Growth HRAUX mutual fund will remain open. The fund has experienced moderate outflows since late 2019 after a period of strong inflows, but market appreciation has pushed total assets higher.
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.