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Carillon Eagle Mid Cap Growth R5 HARSX

Medalist Rating as of | See Raymond James Investment Hub
  • NAV / 1-Day Return 75.45  /  0.37 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 34%

Morningstar’s Analysis HARSX

Will HARSX outperform in future?

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

A mediocre offering.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

Carillon Eagle Small Cap Growth’s adequately staffed team and run-of-the-mill approach lack an edge in the mid-growth Morningstar Category.

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Portfolio Holdings HARSX

  • Current Portfolio Date
  • Equity Holdings 86
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.26
210,660,066
Technology
2.72
175,896,233
Industrials
2.27
146,326,029
Industrials
2.18
140,826,415
Technology
2.17
140,408,484
Healthcare
2.12
136,951,431
Energy
2.11
136,530,231
Consumer Cyclical
2.07
133,832,799
Technology
2.04
132,071,423
Healthcare
1.87
120,941,745
Technology