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Carillon Eagle Mid Cap Growth R3 HAREX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
92.02  /  0.20 %
Total Assets
8.2 Bil
Adj. Expense Ratio
1.310%
Expense Ratio
1.310%
Fee Level
Average
Longest Manager Tenure
22.84 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
27%

USD | NAV as of Jun 23, 2021 | 1-Day Return as of Jun 23, 2021, 9:18 PM GMT+00:00

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Morningstar’s Analysis

Will HAREX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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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.

People Pillar

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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.

Parent Pillar

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The Parent Pillar is our rating of HAREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Eagle Mid Cap Growth (SMA) Is Closing to New Investors; Ratings Unchanged

Analyst

Analyst Note

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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.

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