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Morningstar

Carillon Eagle Growth & Income I HIGJX

Morningstar Analyst Rating
Quantitative rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 21.71  /  0.51 %
  • Total Assets 826.4 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.680%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.88%
  • Turnover 21%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis HIGJX

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

People Pillar

The People Pillar is our evaluation of the HIGJX 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 HIGJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Carillon Eagle Growth & Income I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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