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Carillon Eagle Small Cap Growth I HSIIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Carillon Family of Funds Investment Hub

Morningstar’s Analysis HSIIX

Will HSIIX 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 HSIIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Carillon Eagle Small Cap Growth and Carillon Eagle Mid Cap Growth to Consolidate Share Classes

null David Carey

David Carey

Analyst Note

Carillon Tower Advisors announced its plans to merge several share classes of Carillon Eagle Small Cap Growth and Carillon Eagle Mid Cap Growth. On or about March 1, 2024, both mutual funds’ R3 and R5 share classes will convert into their respective fund’s I shares and the Y shares will convert into A shares. Aside from the little-used Y shares on Small Cap Growth, most of the affected investors in these share classes will likely pay lower fees as a result of moving to cheaper share classes. The upcoming changes do not affect either fund’s Average People and Average Process rating or their overall Morningstar Medalist Ratings.

by David Carey
Published on

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