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Carillon Eagle Small Cap Growth I (HSIIX)

27.87 +0.33 (+1.20%)
At close: 6:05 PM EDT

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Raymond James
  • Raymond James WRAP Eligible
  • Securities America Advisors
  • Securities America Inc.

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the stocks of small-capitalization companies. The fund's portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Growth Index during the most recent 12-month period.

Fund Overview

Category Small Growth
Fund Family Carillon Family of Funds
Net Assets 642.42M
YTD Return 9.53%
Yield 0.00%
Morningstar Rating
Inception Date Jun 27, 2006

Performance & Risk

YTD Return 3.34%
5y Average Return 4.66%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

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