Nasdaq - Delayed Quote USD

Carillon ClariVest Capital Apprec A (HRCPX)

60.48 -0.11 (-0.18%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 60.59
  • YTD Return 26.33%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 62.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 462.06M
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.05
  • Inception Date Mar 21, 2006

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

462.06M

Net Assets

2006-03-21

Inception Date

Performance Overview: HRCPX

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Trailing returns as of 11/20/2024. Category is Large Growth.

YTD Return

HRCPX
26.33%
Category
12.38%
 

1-Year Return

HRCPX
45.11%
Category
41.70%
 

3-Year Return

HRCPX
9.06%
Category
22.56%
 

5-Year Return

HRCPX
17.74%
Category
21.98%
 

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Holdings: HRCPX

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Top 10 Holdings (56.81% of Total Assets)

SymbolCompany% Assets
AAPL
AAPL 11.20%
NVDA
NVDA 11.13%
MSFT
MSFT 11.09%
META
META 5.89%
AMZN
AMZN 5.28%
GOOGL
GOOGL 3.06%
LLY
LLY 2.94%
GOOG
GOOG 2.42%
AVGO
AVGO 2.02%
V
V 1.80%

Sector Weightings

SectorHRCPX
Technology   52.47%
Healthcare   10.07%
Industrials   3.76%
Real Estate   0.24%
Utilities   0.00%
Energy   0.00%

Recent News: HRCPX

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Research Reports: HRCPX

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