Nasdaq - Delayed Quote • USD
Carillon Eagle Mid Cap Growth I (HAGIX)
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 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
HAGIX | Category Average | HAGIX | Category Average | HAGIX | Category 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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