About HIGUX
Carillon Eagle Growth & Income Fund Class R6 is a mutual fund designed to pursue long-term capital appreciation while also seeking current income. Managed by a team with extensive industry experience, the fund primarily invests in large-cap U.S. equities, favoring companies that exhibit value characteristics such as lower price ratios, higher dividend yields, and slower growth rates. The portfolio is diversified across common stocks, convertible bonds, convertible preferred stocks, and real estate investment trusts (REITs), with the goal of balancing growth potential and income generation. Emphasizing criteria like income, growth, and stability, the fund applies a disciplined approach to both investment selection and portfolio management. It regularly features significant exposure to sectors such as information technology, energy, and financials, as indicated by its top holdings. The fund aims to deliver performance consistent with the large-value category, making it a significant option for investors seeking a combination of steady income and participation in equity market growth.
Fund Family Carillon Family of Funds
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HIGUX
Share Class Class R-6
Index S&P 500 TR
HIGUX had a total return of 28.07% in the past year, including dividends.
Since the fund's inception, the average annual return has been 11.29%.
