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Carillon ClariVest Capital Apprec R3 HRCLX

Quantitative rating as of
  • NAV / 1-Day Return 37.14  /  1.84 %
  • Total Assets 342.6 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

Morningstar’s Analysis HRCLX

Will HRCLX outperform in future?

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

Summary

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A decline in its Process Pillar rating is the primary driver of Carillon ClariVest Capital Apprec R3's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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