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Carillon Eagle Growth & Income R5 HIGSX

Quantitative rating as of
  • NAV / 1-Day Return 21.62  /  0.51 %
  • Total Assets 818.4 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.85%
  • Turnover 21%

Morningstar’s Analysis HIGSX

Will HIGSX outperform in future?

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

Summary

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Carillon Eagle Growth & Income R5’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 sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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