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Carillon ClariVest Capital Apprec A HRCPX

Quantitative rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 40.92  /  2.07 %
  • Total Assets 348.5 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

Morningstar’s Analysis HRCPX

Will HRCPX 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 A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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