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Carillon Eagle Small Cap Growth C HSCCX

Analyst rating as of
NAV / 1-Day Return
12.54  /  1.70 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.760%
Expense Ratio
1.760%
Fee Level
Low
Longest Manager Tenure
29.25 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
28%

Morningstar’s Analysis

Will HSCCX outperform in future?

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

Carillon Eagle Growth Team’s Longest-Serving Manager to Depart; Ratings Unchanged

Associate Director

Analyst Note

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On June 23, 2022, Carillon Tower Advisors announced that longtime manager Bert Boksen plans to hand lead manager duties of Carillon Eagle Mid Cap Growth and Carillon Eagle Small Cap Growth to comanager Eric Mintz on Sept. 30. Succession has been a question mark here in recent years; this move helps clarify plans. Both strategies (with their associated mutual funds and separately managed accounts) retain their Average People ratings and Morningstar Analyst Ratings of Neutral.

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