Carillon Eagle Mid Cap Stock Fund Class A (HMCAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the stocks of mid-capitalization companies. The fund's portfolio managers consider mid-capitalization companies to be those companies that- at the time of initial purchase- have market capitalizations greater than $1 billion and equal to or less than the largest company in the Russell Midcap- Index.


1 month-3.85% 3 years+6.35%
3 months-2.19% 5 years+9.17%
1 year+12.47% Since inception+9.14%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+9.17%+13.73%
Expense ratio1.22%1.21%
Risk 5 year sharpe ratio0.961.06
Net assets$255.6M$1.6B
Average market cap$12.5B$12.0B
Average P/E26.426.3
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyCarillon Family of Funds
Fund manager & tenureBert Boksen / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment$500.00


U.S. stock95.40%
International stock2.94%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 17.53%
Financial service 15.34%
Consumer goods 14.60%
Hardware 10.03%
Healthcare 9.50%
Top 10 Holdings
Portfolio weighting
NICE Nice Ltd2.94%
AME Ametek Inc2.94%
AJG Arthur J Gallagher & Co2.69%
FISV Fiserv Inc2.49%
STZ Constellation Brands Inc2.42%
ULTI Ultimate Software Group Inc2.38%
DFS Discover Financial Services2.37%
LH Laboratory Corporation of America Holdings2.33%
LKQ LKQ Corp2.23%
MHK Mohawk Industries Inc2.21%