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Morningstar

Carillon Eagle Mid Cap Growth R3 HAREX

Morningstar Analyst Rating
Analyst rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 68.73  /  1.98 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.280%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis HAREX

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

People Pillar

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

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

A new leader emerges.

Associate Analyst

Summary

| by David Carey

Carillon Eagle Mid Cap Growth’s undifferentiated approach and an upcoming manager retirement warrant a Morningstar Analyst Rating of Neutral for all mutual fund share classes and the separately managed account.

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