About CSMUX
Carillon Scout Mid Cap Fund Class R-6 is an open-ended mutual fund focused on achieving long-term capital growth through investments primarily in mid-cap equity securities. The fund allocates at least 80% of its assets to companies whose market capitalizations fall within the range of the Russell Midcap Index at the time of purchase. This strategy results in a diversified portfolio with a typical emphasis on sectors such as industrials, technology, energy, financial services, and healthcare, reflecting broad exposure across the U.S. mid-cap landscape. The fund's holdings include common stocks, preferred stocks, convertible securities, and REITs, aiming to identify attractively valued, high-quality companies expected to benefit from company-specific or macroeconomic catalysts. Carillon Scout Mid Cap Fund Class R-6 is managed by Scout Investments, Inc., and is suited for investors seeking access to the growth and diversification potential of mid-sized U.S. companies within a professionally managed vehicle. The fund is characterized by a moderate expense ratio, above-average turnover, and a robust risk management approach, aiming to outperform its benchmark with less risk over a full market cycle.
Fund Family Carillon Family of Funds
Category Mid-Cap Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CSMUX
Share Class Class R-6
Index Russell MidCap TR
CSMUX had a total return of 12.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.13%.
