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Carillon ClariVest Capital Apprec R5 HRCMX

Quantitative rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 43.84  /  1.28 %
  • Total Assets 351.0 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

Morningstar’s Analysis HRCMX

Will HRCMX outperform in future?

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

Summary

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Carillon ClariVest Capital Apprec R5’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.

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