About HRCIX
The Carillon ClariVest Capital Appreciation Fund Class I is a mutual fund focused on long-term capital appreciation through investments primarily in the stocks of companies with potential for substantial, sustained earnings and cash flow growth. Managed by ClariVest Asset Management, the fund employs a disciplined investment approach rooted in identifying companies entering or extending positive earnings cycles—often those overlooked or undervalued by the broader market. The strategy leverages quantitative tools to systematically screen a broad universe for growth opportunities, with portfolio managers seeking stocks that combine robust fundamentals with the potential to surprise the market. The fund maintains a large-cap growth orientation, frequently allocating significant weight toward technology, communication services, and consumer cyclical sectors. Its holdings typically include industry leaders such as Microsoft, NVIDIA, Apple, Amazon.com, and Meta Platforms. Designed for institutional investors, the Class I shares feature a competitive expense ratio and no sales charges. In the context of the financial market, the Carillon ClariVest Capital Appreciation Fund Class I plays a significant role for investors seeking exposure to dynamic, high-growth U.S. equities with a disciplined, quantitatively-informed selection process.
Fund Family Carillon Family of Funds
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HRCIX
Share Class Class I
Index Russell 1000 Growth TR
HRCIX had a total return of 14.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.40%.
