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Carillon Eagle Mid Cap Growth R6 (HRAUX)

81.96 -0.39 (-0.47%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.92%
5y Average Return 10.47%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (May 10, 2024) 40.34%
Worst 1Y Total Return (May 10, 2024) --
Best 3Y Total Return 40.34%
Worst 3Y Total Return 0.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HRAUX
Category
YTD
3.20%
10.80%
1-Month
-5.79%
4.43%
3-Month
3.23%
7.00%
1-Year
18.25%
48.17%
3-Year
-0.40%
21.26%
5-Year
9.59%
20.18%
10-Year
11.18%
14.07%
Last Bull Market
30.59%
27.14%
Last Bear Market
-18.67%
-21.26%

Annual Total Return (%) History

Year
HRAUX
Category
2024
--
--
2023
20.12%
--
2022
-25.55%
--
2021
11.81%
--
2020
40.34%
39.26%
2019
35.02%
32.52%
2018
-6.01%
-6.65%
2017
30.44%
23.91%

2016
7.18%
6.03%
2015
2.68%
-0.95%
2014
10.11%
7.00%
2013
38.15%
34.93%
2012
16.35%
14.07%
2011
--
-3.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.54% -- -- --
2023 6.74% 6.10% -6.41% 13.33%
2022 -10.40% -18.67% -1.60% 3.84%
2021 -1.09% 9.29% 0.45% 2.97%
2020 -20.40% 32.89% 12.18% 18.26%
2019 17.50% 8.17% -0.75% 7.04%
2018 4.45% 3.36% 8.34% -19.64%
2017 8.78% 6.73% 5.02% 6.98%
2016 -2.71% 2.86% 5.17% 1.84%
2015 7.92% 0.51% -9.70% 4.83%

2014 2.70% 3.57% 0.35% 3.15%
2013 11.26% 3.43% 8.59% 10.56%
2012 16.36% -7.13% 5.24% 2.31%
2011 9.88% -- -- --

Rank in Category (By Total Return)

YTD 43
1-Month 27
3-Month 46
1-Year 43
3-Year 39
5-Year 29

Load Adjusted Returns

1-Year 12.63%
3-Year -2.01%
5-Year 8.53%
10-Year 10.64%

Performance & Risk

YTD Return 5.92%
5y Average Return 10.47%
Rank in Category (ytd) 43
% 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 3.20%
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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