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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.32% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CSMSX | Category Average | CSMSX | Category Average | CSMSX | Category Average | |
| Alpha | -7.73 | -0.06 | -4.84 | -0.05 | -3.14 | -0.04 |
| BETA | 0.93 | 0.01 | 1.03 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 0.92 | 0.01 | 0.85 | 0.01 |
| R-squared | 83.86 | 0.88 | 86.1 | 0.85 | 84.58 | 0.84 |
| Standard Deviation | 18.03 | 0.23 | 20.27 | 0.19 | 16.72 | 0.17 |
| Sharpe Ratio | 0.09 | 0.01 | 0.44 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | 0.09 | 0.11 | 7.07 | 0.11 | 7.62 | 0.1 |
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