Nasdaq - Delayed Quote USD
Carillon Eagle Mid Cap Growth I (HAGIX)
61.66
-1.06
(-1.69%)
At close: 8:01:05 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of mid-capitalization companies. The fund will invest primarily in the equity securities of companies that the portfolio managers believe have the potential for above-average earnings or sales growth, reasonable valuations and acceptable debt levels.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -18.94% |
| 5y Average Return | 11.21% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HAGIX | Category Average | HAGIX | Category Average | HAGIX | Category Average | |
| Alpha | -8.01 | 0.01 | -6.95 | 0.01 | -4 | -0.02 |
| BETA | 1.16 | 0.01 | 1.16 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.25 | 0.02 | 1.18 | 0.02 | 0.89 | 0.01 |
| R-squared | 83.5 | 0.82 | 80.72 | 0.79 | 82.84 | 0.8 |
| Standard Deviation | 21.83 | 0.23 | 21.82 | 0.19 | 19.48 | 0.17 |
| Sharpe Ratio | -0.07 | 0.01 | 0.52 | 0.01 | 0.45 | 0.01 |
| Treynor Ratio | -3.34 | 0.18 | 8.38 | 0.17 | 6.27 | 0.12 |
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