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Carillon Scout Mid Cap C (CSMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.94-0.14 (-0.61%)
At close: 08:00PM EDT

Carillon Scout Mid Cap C

St Petersburg, FL 33716

880 Carillon Parkway

Eagle Series Trust

Management information
Jason J. Votruba,Lead manager since 30 October 2013
Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 21 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyCarillon Family of Funds
Net assets3.17B
YTD return10.27%
Yield0.00%
Morningstar rating★★
Inception date30 Oct 2006

Fund operations

Last dividend0.01
Last cap gain-13.00
Holdings turnover112.00%
Average for categoryN/A

Fees and expenses

ExpenseCSMFXCategory average
Annual report expense ratio (net)1.25%0.94%
Prospectus net expense ratio1.25%N/A
Prospectus gross expense ratio1.25%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A