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.
Carillon Eagle Mid Cap Growth R5 HARSX
NAV / 1-Day Return
73.42
/
3.77
%
Total Assets
5.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.730%
Expense Ratio
0.730%
Fee Level
Below Average
Longest Manager Tenure
23.85
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
23%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will HARSX 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 HARSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HARSX 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 HARSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Carillon Eagle Growth Team’s Longest-Serving Manager to Depart; Ratings Unchanged
