Nasdaq - Delayed Quote • USD
Carillon Eagle Mid Cap Growth R3 (HAREX)
At close: March 1 at 8:00 PM EST
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 | 39.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 7.93% |
| 5y Average Return | 11.78% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HAREX | Category Average | HAREX | Category Average | HAREX | Category Average | |
| Alpha | -10.32 | 0.01 | -4.2 | 0.01 | -3.02 | -0.02 |
| BETA | 1.1 | 0.01 | 1.1 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.29 | 0.02 | 1.06 | 0.02 | 0.97 | 0.01 |
| R-squared | 86.07 | 0.82 | 85.18 | 0.79 | 84.38 | 0.8 |
| Standard Deviation | 20.87 | 0.23 | 21.95 | 0.19 | 18.65 | 0.17 |
| Sharpe Ratio | 0.03 | 0.01 | 0.48 | 0.01 | 0.55 | 0.01 |
| Treynor Ratio | -1.34 | 0.18 | 7.92 | 0.17 | 7.94 | 0.12 |
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