Nasdaq - Delayed Quote USD
Carillon Scout Mid Cap R-5 (CSMSX)
23.63
+0.21
+(0.89%)
At close: March 1 at 8:00:11 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.14% |
| 5y Average Return | 10.13% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 8, 2024) | 27.32% |
| Worst 1Y Total Return (Mar 8, 2024) | -- |
| Best 3Y Total Return | 27.32% |
| Worst 3Y Total Return | 2.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSMSX
Category
- YTD
- 8.18%
- 17.04%
- 1-Month
- 9.08%
- -0.01%
- 3-Month
- 13.93%
- 5.47%
- 1-Year
- 18.06%
- 50.44%
- 3-Year
- 2.89%
- 13.15%
- 5-Year
- 9.37%
- 13.75%
- 10-Year
- 9.18%
- 11.35%
- Last Bull Market
- 25.24%
- 25.95%
- Last Bear Market
- -16.98%
- -22.55%
Annual Total Return (%) History
Year
CSMSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 1.87% | 5.41% | -4.60% | 10.02% |
| 2022 | -0.70% | -16.98% | -5.65% | 6.36% |
| 2021 | 8.39% | 3.61% | -1.55% | 4.84% |
| 2020 | -25.19% | 28.08% | 9.22% | 21.66% |
| 2019 | 14.57% | 1.11% | -0.66% | 4.90% |
| 2018 | -0.68% | 2.28% | 6.53% | -16.83% |
Rank in Category (By Total Return)
| YTD | 4 |
| 1-Month | 2 |
| 3-Month | 26 |
| 1-Year | 25 |
| 3-Year | 84 |
| 5-Year | 68 |
Load Adjusted Returns
| 1-Year | 18.06% |
| 3-Year | 2.89% |
| 5-Year | 9.37% |
| 10-Year | 9.18% |
Performance & Risk
| YTD Return | 9.14% |
| 5y Average Return | 10.13% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Carillon Family of Funds |
| Net Assets | 3.17B |
| YTD Return | 8.18% |
| Yield | 0.15% |
| Morningstar Rating | |
| Inception Date | Oct 31, 2006 |
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity securities. 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 during the most recent 12-month period. It maintains a portfolio of investments diversified across companies and economic sectors.
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