About HIGJX
Carillon Eagle Growth & Income Fund Class I is an actively managed mutual fund with a primary objective of **long-term capital appreciation** and a secondary goal of **current income**. The fund primarily invests in **domestic equity securities** with a focus on large-cap companies considered to offer value, often targeting financially robust firms that pay dividends. To enhance diversification and potential income, the portfolio may also include convertible bonds, convertible preferred stocks, and real estate investment trusts (REITs).
Notable for its **large value investment style**, the fund aims to construct a portfolio offering income generation and growth potential, striving for returns comparable to the S&P 500 Index but with **lower volatility**. Sector allocations span technology, financial services, consumer defensive, energy, and industrials, with key holdings often comprising prominent names like Microsoft, Broadcom, JPMorgan Chase, and Procter & Gamble.
Carillon Eagle Growth & Income Fund Class I is tailored to institutional investors, offering quarterly dividend distributions and maintaining a moderate expense profile. Its role in the financial market is to provide investors seeking growth and income with a diversified, risk-managed approach to U.S. equities, balancing **steady income generation with long-term appreciation** potential.
Fund Family Carillon Family of Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HIGJX
Share Class Class I
Index S&P 500 TR
HIGJX had a total return of 14.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.57%.
