About HAGIX
Carillon Eagle Mid Cap Growth Fund Class I is a U.S.-based mutual fund focused on pursuing long-term capital appreciation by investing predominantly in mid-capitalization companies. The fund is managed by a seasoned team at Eagle Asset Management, an affiliate of Carillon Tower Advisers, and targets firms that demonstrate above-average growth potential—whether emerging or more established—and are considered either undiscovered or undervalued by the broader market. Its investment approach emphasizes identifying companies with strong earnings or sales growth prospects, typically allocating at least 80% of assets to equity securities within the mid-cap segment, generally defined as companies with market capitalizations between $1 billion and $8 billion. The portfolio is diversified across various sectors, with recent top holdings spanning technology, healthcare, industrials, consumer cyclical, energy, and financial services. With an institutional share class structure, a competitive expense ratio, and a history of annual dividend payments, this fund serves as a vehicle for investors seeking exposure to the dynamic segment of mid-sized U.S. growth companies, playing a significant role in capturing opportunities from firms poised for expansion within the equity market.
Fund Family Carillon Family of Funds
Category Mid-Cap Growth
Stock Exchange NASDAQ
Ticker Symbol HAGIX
Share Class Class I
Index Russell MidCap Growth TR
HAGIX had a total return of 17.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.40%.
