Morningstar

Carillon Eagle Mid Cap Growth I HAGIX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return 82.27  /  +0.13 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HAGIX

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

  • People Pillar

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

Better options exist.

Analyst David Carey

David Carey

Analyst

Summary

Carillon Eagle Mid Cap Growth’s adequately staffed team and run-of-the-mill approach lack an edge in the mid-growth Morningstar Category.

by David Carey
Rated on Published on

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Portfolio Holdings HAGIX

More HAGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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