Morningstar

Carillon Eagle Growth & Income Fund Class I HIGJX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return 21.44  /  −0.05 %
  • Total Assets 510.2M
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 1.22%
  • Turnover 47%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 6:59 PM GMT+0

Morningstar’s Analysis HIGJX

Will HIGJX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carillon Eagle Growth & Income I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HIGJX

More HIGJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.95 25M
Technology

JPMorgan Chase & Co

4.24 21M
Financial Services

Broadcom Inc

4.14 21M
Technology

U.S. Bank Money Market Deposit Account

3.99 20M
Cash and Equivalents

Coca-Cola Co

3.48 17M
Consumer Defensive

Eaton Corp PLC

2.90 15M
Industrials

Williams Companies Inc

2.87 14M
Energy

Procter & Gamble Co

2.86 14M
Consumer Defensive

Texas Instruments Inc

2.83 14M
Technology

AbbVie Inc

2.69 13M
Healthcare

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