Nasdaq - Delayed Quote USD

Carillon Eagle Mid Cap Growth C (HAGCX)

52.91 -0.43 (-0.81%)
At close: 8:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.19%
5y Average Return 8.96%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (May 8, 2024) 38.82%
Worst 1Y Total Return (May 8, 2024) --
Best 3Y Total Return 38.82%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HAGCX
Category
YTD
2.84%
10.80%
1-Month
-5.88%
4.43%
3-Month
2.96%
7.00%
1-Year
16.97%
48.17%
3-Year
-1.48%
21.26%
5-Year
8.41%
20.18%
10-Year
9.95%
14.07%
Last Bull Market
30.00%
27.14%
Last Bear Market
-18.90%
-21.26%

Annual Total Return (%) History

Year
HAGCX
Category
2024
--
--
2023
18.82%
--
2022
-26.34%
--
2021
10.61%
--
2020
38.82%
39.26%
2019
33.55%
32.52%
2018
-7.03%
-6.65%
2017
28.99%
23.91%

2016
5.94%
6.03%
2015
1.46%
-0.95%
2014
8.86%
7.00%
2013
36.59%
34.93%
2012
15.07%
14.07%
2011
-9.52%
-3.96%
2010
29.01%
24.61%
2009
38.66%
39.11%
2008
-39.36%
-43.77%
2007
24.61%
15.09%
2006
7.50%
9.00%
2005
6.25%
9.84%
2004
10.12%
13.23%
2003
31.03%
35.96%
2002
-13.74%
-27.24%
2001
3.47%
-19.98%
2000
-0.99%
-4.78%
1999
47.31%
60.49%
1998
--
18.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.26% -- -- --
2023 6.45% 5.82% -6.67% 13.02%
2022 -10.63% -18.90% -1.88% 3.57%
2021 -1.35% 9.00% 0.16% 2.69%
2020 -20.61% 32.53% 11.86% 17.94%
2019 17.17% 7.88% -1.02% 6.74%
2018 4.16% 3.07% 8.05% -19.85%
2017 8.47% 6.44% 4.74% 6.67%
2016 -2.97% 2.55% 4.86% 1.54%
2015 7.62% 0.22% -9.99% 4.51%

2014 2.41% 3.26% 0.08% 2.85%
2013 10.97% 3.11% 8.29% 10.24%
2012 16.06% -7.37% 4.93% 2.01%
2011 5.38% 0.41% -21.97% 9.59%
2010 6.94% -10.47% 14.10% 18.10%
2009 -2.53% 13.13% 16.68% 7.78%
2008 -8.67% 8.11% -17.16% -25.87%
2007 6.12% 9.17% 5.00% 2.44%
2006 7.94% -6.22% -0.70% 6.95%
2005 -2.15% 2.52% 3.81% 2.03%
2004 6.02% -0.79% -7.11% 12.71%
2003 -2.52% 18.75% 1.61% 11.40%
2002 6.61% -14.04% -14.99% 10.73%
2001 -10.55% 13.49% -22.38% 31.31%
2000 12.66% -0.26% 5.85% -16.76%
1999 -1.77% 16.43% -5.67% 36.56%
1998 27.87% -- -- --

Rank in Category (By Total Return)

YTD 47
1-Month 33
3-Month 51
1-Year 51
3-Year 48
5-Year 53

Load Adjusted Returns

1-Year 11.41%
3-Year -3.06%
5-Year 7.36%
10-Year 9.42%

Performance & Risk

YTD Return 4.19%
5y Average Return 8.96%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Carillon Family of Funds
Net Assets 6.49B
YTD Return 2.84%
Yield 0.00%
Morningstar Rating
Inception Date Jun 21, 2006

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.

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