$74.65—Stale · unknown old
NASDAQ • Last print unknown ago
$74.65—Stale · unknown old
Carillon Eagle Mid Cap Growth Fund (HRAUX) focuses on investing in mid-cap growth companies across various sectors, primarily targeting firms with strong growth potential and competitive advantages. The fund's strategy emphasizes active management to capitalize on market inefficiencies, particularly in the U.S. mid-cap space.
The fund generates revenue primarily through management fees based on AUM, which is bolstered by performance fees when returns exceed benchmarks. Its competitive advantage lies in its active management approach and a disciplined investment process that seeks to identify undervalued growth stocks.
Changes in AUM driven by market performance and investor inflows/outflows
Performance relative to benchmark indices, particularly the Russell Midcap Growth Index
Market sentiment towards mid-cap equities
Regulatory changes affecting asset management fees
Increased regulatory scrutiny on asset management fees and practices
Technological disruption in investment management (e.g., robo-advisors)
Intensifying competition from passive investment vehicles and ETFs
Market share loss to larger funds with lower fee structures
Liquidity risks associated with sudden market downturns affecting AUM
Potential for increased operational costs due to regulatory compliance
moderate - the fund's performance is linked to economic growth, as mid-cap companies tend to perform well in expanding economies.
Rising interest rates can impact the fund's attractiveness relative to fixed income investments, potentially leading to lower inflows.
minimal - the fund is not heavily reliant on credit markets, but broader credit conditions can influence investor sentiment.
growth - the fund appeals to investors seeking capital appreciation through mid-cap growth stocks.
moderate - mid-cap stocks generally exhibit higher volatility compared to large-cap stocks, reflected in the fund's historical performance.