Total Return | 0.91 | -0.74 | 9.63 | 20.36 | 1.12 |
Category Average | 1.29 | -1.65 | 8.19 | 18.36 | 1.01 |
Assets for Each Yr* | 16.68 | 12.62 | 12.34 | 14.97 | 15.47 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 1.12 | 8.37 | 8.68 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$15,472 mil | $0 | 14.84 | 85.16 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.6 | 77.66 | 1.16 | Average |
International Stock | 3.0 | 6.82 | 1.42 | Average |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | 2.5 | 15.47 | 0.59 | Below Avg |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
RSP Permian Inc* | Energy | 20.30 | 1.07 | |
Coherent Inc* | Technology | -38.47 | 1.04 | |
PTC Inc* | Technology | 38.31 | 0.92 | |
Burlington Stores Inc* | Consumer Defensive | 8.32 | 0.89 | |
IPG Photonics Corp* | Technology | 8.41 | 0.86 | |
DXC Technology Co* | Technology | 9.26 | 0.79 | |
The Ultimate Software Group Inc* | Technology | 12.12 | 0.78 | |
Hexcel Corp* | Industrials | 5.78 | 0.74 | |
Synovus Financial Corp* | Financial Services | 6.13 | 0.73 | |
Abiomed Inc* | Healthcare | 63.24 | 0.70 | |
Martin Marietta Materials Inc* | Basic Materials | -10.80 | 0.69 | |
Pool Corp* | Consumer Cyclical | 9.14 | 0.69 | |
Quaker Chemical Corp* | Basic Materials | 2.09 | 0.63 | |
Nektar Therapeutics Inc* | Healthcare | 44.36 | 0.59 | |
Planet Fitness Inc A* | Consumer Cyclical | 18.02 | 0.55 | |
Align Technology Inc* | Healthcare | 11.20 | 0.54 | |
WABCO Holdings Inc* | Consumer Cyclical | -6.68 | 0.54 | |
Proofpoint Inc* | Technology | 37.45 | 0.51 | |
RealPage Inc* | Technology | 23.59 | 0.50 | |
Cognex Corp* | Technology | -16.70 | 0.50 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Carillon ClariVest Intl Stoc | 3 | -- | ||
Carillon Scout Mid Cap I | 5 | -- | ||
Carillon Eagle Mid Cap Growt | 8 | 01-11-18 | ||
Carillon Scout Small Cap I | 28 | -- | ||
Carillon ClariVest Capital A | 30 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Carillon Eagle Mid Cap Stock | 88 | -- | ||
Carillon Reams Unconstrained | 82 | 02-06-18 | ||
Carillon Eagle Smaller Compa | 81 | -- | ||
Carillon Reams Core Bond I | 72 | -- | ||
Carillon Scout International | 67 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Carillon Reams Core Bond I | 0.40 | -- | ||
Carillon Reams Core Plus Bon | 0.40 | 01-30-18 | ||
Carillon Reams Unconstrained | 0.50 | 02-06-18 | ||
Carillon Cougar Tactical All | 0.77 | -- | ||
Carillon Scout Mid Cap I | 1.01 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Carillon Eagle Smaller Compa | 1.31 | -- | ||
Carillon Eagle Mid Cap Stock | 1.25 | -- | ||
Carillon ClariVest Capital A | 1.20 | -- | ||
Carillon Eagle Small Cap Gro | 1.13 | -- | ||
Carillon Eagle Mid Cap Growt | 1.12 | 01-11-18 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Carillon Eagle Mid C | Bert L. Boksen | 14.00 | ||
Carillon Reams Core | Mark M. Egan | 11.30 | ||
Carillon Eagle Small | Bert L. Boksen | 10.90 | ||
Carillon Reams Core | Mark M. Egan | 10.60 | ||
Carillon Scout Mid C | G. Patrick Dunkerley | 8.60 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Carillon Eagle Mid C | Bert L. Boksen | 0.10 | ||
Carillon Eagle Small | James R. McBride | 0.10 | ||
Carillon Cougar Tact | James Breech | 1.20 | ||
Carillon ClariVest I | David R. Vaughn | 4.10 | ||
Carillon Scout Inter | Michael D. Stack | 4.70 |