Advertisement
Skip to Content
Morningstar

Carillon Eagle Growth & Income A HRCVX

Morningstar Analyst Rating
Quantitative rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 21.79  /  0.51 %
  • Total Assets 822.5 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.60%
  • Turnover 21%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis HRCVX

Will HRCVX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HRCVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HRCVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HRCVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Carillon Eagle Growth & Income A's Average People and Parent ratings 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.

Unlock our full analysis with Morningstar Investor