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Carillon Eagle Mid Cap Growth I (HAGIX)

81.28 +0.18 (+0.22%)
At close: May 10 at 8:00 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 40.44%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 4

Performance & Risk

YTD Return 5.87%
5y Average Return 10.38%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
HAGIXCategory AverageHAGIXCategory AverageHAGIXCategory Average
Alpha -8.4 0.01 -3.9 0.01 -2.13 -0.02
BETA 1.12 0.01 1.11 0.01 1.13 0.01
Mean Annual Return 0.14 0.02 0.96 0.02 1.03 0.01
R-squared 89 0.82 85.49 0.79 84.87 0.8
Standard Deviation 20.93 0.23 22.1 0.19 18.74 0.17
Sharpe Ratio -0.07 0.01 0.42 0.01 0.58 0.01
Treynor Ratio -3.23 0.18 6.59 0.17 8.43 0.12

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