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Morningstar

Carillon Eagle Small Cap Growth R5 HSRSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 28.31  /  2.13 %
  • Total Assets 774.6 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis HSRSX

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

People Pillar

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

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Associate Analyst

Summary

| by David Carey

Carillon Eagle Small Cap Growth’s undifferentiated approach and an upcoming manager retirement warrant a Morningstar Analyst Rating of Neutral for all mutual fund share classes and the separately managed account.

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