Carillon ClariVest Capital Apprec I’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 43.95 / 2.09 %
- Total Assets 355.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.13%
- Turnover 31%
Morningstar’s Analysis HRCIX
Will HRCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.