About HIGJX
Carillon Eagle Growth & Income Fund Class I is a mutual fund that seeks long-term capital appreciation primarily, with a secondary focus on current income. It invests in a diversified portfolio of domestic equity securities, including common stocks, convertible bonds, convertible preferred stocks, and real estate investment trusts (REITs). The fund's investment team, led by experienced portfolio co-managers from Eagle Asset Management, which serves as subadviser, evaluates opportunities based on income generation, growth potential, stability, and a disciplined sell strategy. Top holdings typically feature leading companies across sectors such as technology, financial services, consumer defensive, industrials, and utilities, providing exposure to established firms with income and appreciation attributes. Managed by Carillon Tower Advisers as the investment adviser, with Eagle Asset Management as subadviser and affiliate, headquartered in St. Petersburg, Florida, the fund targets investors seeking balanced participation in market growth alongside steady income streams within the U.S. mutual fund market.
Fund Family Carillon Family of Funds
Category Large Value
Performance Rating 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 11.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.50%.
