Skip to Content

Carillon Eagle Mid Cap Growth R5 HARSX

Analyst rating as of
NAV / 1-Day Return
73.42  /  3.77 %
Total Assets
5.9 Bil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Fee Level
Below Average
Longest Manager Tenure
23.85 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
23%

Morningstar’s Analysis

Will HARSX outperform in future?

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

Carillon Eagle Growth Team’s Longest-Serving Manager to Depart; Ratings Unchanged

Associate Director

Analyst Note

| |

On June 23, 2022, Carillon Tower Advisors announced that longtime manager Bert Boksen plans to hand lead manager duties of Carillon Eagle Mid Cap Growth and Carillon Eagle Small Cap Growth to comanager Eric Mintz on Sept. 30. Succession has been a question mark here in recent years; this move helps clarify plans. Both strategies (with their associated mutual funds and separately managed accounts) retain their Average People ratings and Morningstar Analyst Ratings of Neutral.

Unlock our full analysis with Morningstar Investor