About HRCPX
The Carillon ClariVest Capital Appreciation Fund Class A is an actively managed mutual fund designed to pursue long-term capital appreciation. Managed by ClariVest Asset Management, the fund primarily invests in large- and mid-capitalization U.S. equities that exhibit strong growth characteristics. Its investment strategy combines quantitative screening and qualitative analysis to identify companies with favorable earnings cycles, solid fundamentals, and the potential to outperform market expectations, especially those currently facing investor skepticism or neglect. The fund’s portfolio is diversified, with significant exposure to major sectors such as technology, consumer discretionary, communication services, and healthcare. Notable holdings often include leading names like Apple, NVIDIA, Microsoft, Meta Platforms, and Amazon. The Carillon ClariVest Capital Appreciation Fund Class A is positioned within the large growth category, reflecting its focus on companies with high growth rates in revenue, earnings, and cash flow. The fund is suitable for investors seeking diversified exposure to dynamic, high-growth U.S. companies through a disciplined, research-driven process, and it emphasizes balancing risk and reward while seeking opportunities across a broad investment universe.
Fund Family Carillon Family of Funds
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HRCPX
Share Class Class A
Index Russell 1000 Growth TR
HRCPX had a total return of 14.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.18%.
