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Carillon ClariVest Capital Apprec A (HRCPX)

49.04
+5.08
+(11.56%)
At close: 8:03:59 PM EDT
Loading Chart for HRCPX
  • Previous Close 43.96
  • YTD Return -9.40%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 66.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 447.72M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.05
  • Inception Date Dec 12, 1985

During normal market conditions, the fund seeks to achieve its objective by investing at least 65% of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the company's long-term growth fundamentals. The strategy of the fund's portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.

Carillon Family of Funds

Fund Family

Large Growth

Fund Category

447.72M

Net Assets

1985-12-12

Inception Date

Performance Overview: HRCPX

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Trailing returns as of 4/8/2025. Category is Large Growth.

YTD Return

HRCPX
9.40%
Category
12.38%
 

1-Year Return

HRCPX
7.85%
Category
41.70%
 

3-Year Return

HRCPX
9.79%
Category
22.56%
 

5-Year Return

HRCPX
19.50%
Category
21.98%
 

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Holdings: HRCPX

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Sector Weightings

SectorHRCPX
Technology   50.63%
Healthcare   8.24%
Industrials   4.23%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: HRCPX

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Research Reports: HRCPX

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