About HAGAX
Carillon Eagle Mid Cap Growth Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in U.S. mid-capitalization companies. The fund typically allocates at least 80% of its net assets to equities of firms with market capitalizations ranging from about $1 billion to $8 billion, a segment recognized for its blend of growth potential and established business models. It targets organizations that portfolio managers believe demonstrate above-average growth prospects, emphasizing both emerging and established companies that might be undervalued or underappreciated by the broader market.
The fund’s portfolio is diversified across multiple sectors, with recent top holdings in technology, industrials, healthcare, consumer cyclical, energy, and financial services. Notable positions include Synopsys Inc., Waste Connections Inc., and DexCom Inc., reflecting an orientation toward innovative and growth-oriented industries. The fund is subadvised by Eagle Asset Management, leveraging an experienced management team with deep sector research capabilities. As part of the mid-cap growth category, it plays a significant role for investors seeking exposure to companies positioned between the volatility of small-caps and the stability of large-caps, aiming to capture growth opportunities within a critical segment of the U.S. equity market.
Fund Family Carillon Family of Funds
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HAGAX
Share Class Class A
Index Russell MidCap Growth TR
HAGAX had a total return of -2.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.32%.
