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Carillon Eagle Mid Cap Growth Y HRAYX

Analyst rating as of
NAV / 1-Day Return
107.35  /  1.14 %
Total Assets
8.4 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
High
Longest Manager Tenure
23.28 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
27%
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Morningstar’s Analysis

Will HRAYX outperform in future?

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Eagle Mid Cap Growth (SMA) Is Closing to New Investors; Ratings Unchanged

Analyst Note

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Most retail SMA platforms for the Eagle Mid Cap Growth strategy will close to new investors on September 30. As of March 31, 2021, total strategy assets were $10.2 billion, with separate accounts representing around $2.5 billion. The Carillon Eagle Mid Cap Growth HRAUX mutual fund will remain open. The fund has experienced moderate outflows since late 2019 after a period of strong inflows, but market appreciation has pushed total assets higher.

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