About UMBMX
Carillon Scout Mid Cap Fund Class I is a mutual fund focused on achieving long-term capital growth by investing primarily in equity securities of mid-cap companies. The fund seeks to consistently outperform the Russell Midcap Index over a full market cycle while managing risk exposure. Its diversified portfolio targets high-quality, attractively valued mid-cap companies expected to benefit from company-specific or broader market catalysts. Holdings typically include common stocks, preferred stocks, convertible securities, rights, warrants, and real estate investment trusts (REITs), with at least 80% of assets allocated to mid-cap equities at the time of purchase. The fund follows a blend investment style, balancing growth and value characteristics across sectors such as technology, healthcare, financial services, energy, and industrials. Managed by Scout Investments as a subadviser to Carillon Tower Advisers, this institutional share class is designed for investors seeking a disciplined, actively managed approach within the mid-cap space. The fund’s performance and overall risk-adjusted returns have consistently ranked highly relative to its peers, underscoring its market role as a core holding within the mid-cap blend category.
Fund Family Carillon Family of Funds
Category Mid-Cap Blend
Performance Rating High
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol UMBMX
Share Class Class I
Index Russell MidCap TR
UMBMX had a total return of 12.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.55%.
