Morningstar

Carillon Scout Mid Cap Fund Class I UMBMX

Morningstar Medalist Rating
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Medalist Rating as of See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return $26.36  /  −0.49 %
  • Fund Size $4.0B
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.46%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis UMBMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carillon Scout Mid Cap I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UMBMX

More UMBMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cenovus Energy Inc

2.24 89M
Energy

Agilent Technologies Inc

2.18 86M
Healthcare

ATI Inc

1.88 75M
Industrials

Marathon Petroleum Corp

1.71 68M
Energy

WEC Energy Group Inc

1.67 66M
Utilities

Viper Energy Inc Ordinary Shares - Class A

1.65 65M
Energy

Quanta Services Inc

1.60 63M
Industrials

Encompass Health Corp

1.59 63M
Healthcare

Stag Industrial Inc

1.48 59M
Real Estate

Huntington Bancshares Inc

1.46 58M
Financial Services

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