Nasdaq - Delayed Quote • USD
Carillon Eagle Mid Cap Growth A (HAGAX)
At close: 6:46 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 | 39.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 4.44% |
| 5y Average Return | 9.71% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HAGAX | Category Average | HAGAX | Category Average | HAGAX | Category Average | |
| Alpha | -8.72 | 0.01 | -4.22 | 0.01 | -2.45 | -0.02 |
| BETA | 1.12 | 0.01 | 1.1 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.11 | 0.02 | 0.93 | 0.02 | 1 | 0.01 |
| R-squared | 89 | 0.82 | 85.49 | 0.79 | 84.89 | 0.8 |
| Standard Deviation | 20.92 | 0.23 | 22.08 | 0.19 | 18.73 | 0.17 |
| Sharpe Ratio | -0.08 | 0.01 | 0.41 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | -3.51 | 0.18 | 6.28 | 0.17 | 8.12 | 0.12 |
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