Morningstar

Carillon Eagle Small Cap Growth Fund Class A HRSCX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return 23.58  /  +1.42 %
  • Total Assets 434.0M
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis HRSCX

Will HRSCX outperform in the 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 HRSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HRSCX 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 HRSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced, not differentiated.

Analyst David Carey

David Carey

Analyst

Summary

Carillon Eagle Small Cap Growth’s experienced team and standard approach don’t stand out in the small-cap growth Morningstar Category. It retains its Average People and Process ratings.

by David Carey
Rated on Published on

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Portfolio Holdings HRSCX

More HRSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BrightSpring Health Services Inc

2.64 13M
Healthcare

Dycom Industries Inc

2.18 11M
Industrials

Archrock Inc

1.95 10M
Energy

U.S. Bank Money Market Deposit Account

1.91 10M
Cash and Equivalents

Solstice Advanced Materials Inc

1.77 9M
Basic Materials

RB Global Inc

1.70 8M
Industrials

PJT Partners Inc Class A

1.69 8M
Financial Services

Mercury Systems Inc

1.65 8M
Industrials

SiTime Corp Ordinary Shares

1.63 8M
Technology

Littelfuse Inc

1.61 8M
Technology

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