Carillon Scout Mid Cap Fund Class Y (CSMZX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Carillon Scout Mid Cap Fund Class Y (CSMZX). Carillon Scout Mid Cap Fund Class Y is a mutual fund focused on long-term capital growth by investing primarily in mid-cap equity securities. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 17, 2026Carillon Scout Mid Cap Fund Class Y (CSMZX) Financial Services Profile
Carillon Scout Mid Cap Fund Class Y aims for long-term capital growth by investing at least 80% of its net assets in mid-cap equities, diversifying across sectors and companies, and targeting firms with market caps between $1 billion and the Russell Midcap Index's largest component.
Investment Thesis
Carillon Scout Mid Cap Fund Class Y presents an investment opportunity centered on capturing long-term capital growth through strategic allocation to mid-cap equities. The fund's diversified approach across sectors mitigates risk while capitalizing on broad economic trends. A key value driver is the fund's focus on companies with market capitalizations between $1 billion and the upper limit of the Russell Midcap Index, positioning it to benefit from the growth potential of companies that are beyond the small-cap stage. The fund's ability to adapt its holdings based on market conditions and sector performance is an ongoing catalyst. Potential risks include market volatility impacting mid-cap valuations and the fund's performance relative to its benchmark. The fund's success hinges on its portfolio managers' ability to identify and select companies with strong growth prospects and sound financial health.
Based on FMP financials and quantitative analysis
Key Highlights
- The fund invests at least 80% of its net assets in mid-cap equity securities, focusing on companies with substantial growth potential.
- The fund diversifies its investments across various companies and economic sectors, mitigating risk and capitalizing on broad economic trends.
- The fund defines mid-capitalization companies as those with market caps between $1 billion and the largest company in the Russell Midcap Index.
- The fund's investment strategy is designed to capture the growth opportunities present in companies beyond the small-cap stage.
- The fund is managed by experienced investment professionals who employ a disciplined investment process.
Competitors & Peers
Strengths
- Diversified portfolio across sectors and companies.
- Experienced investment professionals.
- Disciplined investment process.
- Focus on mid-cap equity securities.
Weaknesses
- Performance is subject to market volatility.
- Dependence on the expertise of portfolio managers.
- Potential for underperformance relative to benchmark.
- Limited control over external economic factors.
Catalysts
- Ongoing: Positive performance of mid-cap equities relative to other asset classes.
- Ongoing: Continued growth in the asset management industry.
- Ongoing: Increased demand for diversified investment products.
- Upcoming: Potential changes in market conditions that favor mid-cap stocks.
Risks
- Potential: Market volatility impacting mid-cap valuations.
- Potential: Underperformance relative to benchmark.
- Potential: Changes in interest rates and economic conditions.
- Potential: Increased competition from other asset management firms.
- Ongoing: Regulatory changes impacting the asset management industry.
Growth Opportunities
- Expansion into New Sectors: The fund can explore investment opportunities in emerging sectors such as renewable energy, cybersecurity, and biotechnology. These sectors offer high growth potential as they are driven by technological advancements and changing consumer preferences. By allocating a portion of its portfolio to these sectors, the fund can enhance its returns and diversify its risk exposure. The market size for these sectors is projected to grow significantly over the next decade, presenting a substantial opportunity for the fund to capitalize on these trends. Timeline: Ongoing.
- Increased Allocation to High-Growth Mid-Cap Stocks: The fund can increase its allocation to mid-cap stocks with high growth potential, focusing on companies with strong revenue growth, expanding market share, and innovative products or services. These companies often trade at a premium but offer the potential for significant capital appreciation. By identifying and investing in these high-growth mid-cap stocks, the fund can enhance its overall performance and deliver superior returns to its investors. Timeline: Ongoing.
- Strategic Partnerships with Financial Advisors: The fund can establish strategic partnerships with financial advisors to expand its distribution network and reach a wider audience of potential investors. Financial advisors play a crucial role in guiding investors and recommending suitable investment products. By partnering with financial advisors, the fund can increase its visibility and attract new investors, leading to higher assets under management and improved profitability. Timeline: Ongoing.
- Enhanced Marketing and Investor Education: The fund can invest in enhanced marketing and investor education initiatives to raise awareness of its investment strategy, performance, and benefits. This can include developing educational materials, hosting webinars, and participating in industry conferences. By educating investors about the fund's unique value proposition, the fund can attract new investors and retain existing ones. Timeline: Ongoing.
- Adoption of ESG Investing Principles: The fund can integrate Environmental, Social, and Governance (ESG) factors into its investment decision-making process. ESG investing is gaining increasing popularity among investors who are seeking to align their investments with their values. By adopting ESG principles, the fund can attract socially responsible investors and enhance its reputation. The market for ESG investments is growing rapidly, presenting a significant opportunity for the fund to capitalize on this trend. Timeline: Ongoing.
Opportunities
- Expansion into new sectors and asset classes.
- Increased demand for investment products from retirement savers.
- Strategic partnerships with financial advisors.
- Adoption of ESG investing principles.
Threats
- Increased competition from other asset management firms.
- Changes in interest rates and economic conditions.
- Regulatory changes impacting the asset management industry.
- Market downturns and economic recessions.
Competitive Advantages
- Established track record of managing mid-cap equity portfolios.
- Experienced investment professionals with expertise in fundamental research and analysis.
- Disciplined investment process focused on identifying companies with strong growth prospects.
- Diversified portfolio across sectors and companies, mitigating risk.
About CSMZX
Carillon Scout Mid Cap Fund Class Y is a mutual fund designed to achieve long-term capital appreciation. Established with the goal of providing investors access to the growth potential of mid-sized companies, the fund operates under the principle of diversification, spreading its investments across numerous companies and economic sectors. The fund's investment strategy mandates that, under normal market conditions, a minimum of 80% of its net assets are allocated to mid-cap equity securities. The fund defines mid-capitalization companies as those possessing market capitalizations exceeding $1 billion but remaining at or below the market cap of the largest constituent within the Russell Midcap® Index during the preceding 12-month period. This approach allows the fund to capture the growth opportunities present in companies that are beyond the small-cap stage but still have significant expansion potential compared to larger, more established corporations. The fund's portfolio managers actively select securities based on fundamental research and analysis, seeking companies with strong growth prospects, sound financial health, and capable management teams. By diversifying across sectors, the fund aims to mitigate risk and capitalize on growth trends across the broader economy. Carillon Scout Mid Cap Fund Class Y is managed by experienced investment professionals who employ a disciplined investment process to deliver long-term value to its investors.
What They Do
- Invests in mid-cap equity securities.
- Aims for long-term capital growth.
- Diversifies investments across companies and sectors.
- Selects companies with market caps between $1 billion and the largest in the Russell Midcap Index.
- Manages a portfolio of investments.
- Conducts fundamental research and analysis.
- Seeks companies with strong growth prospects.
Business Model
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- AUM increases through positive investment performance and net inflows from investors.
- Expenses are covered by a portion of the management fees.
- Profitability depends on the fund's ability to attract and retain assets while delivering competitive investment returns.
Industry Context
Carillon Scout Mid Cap Fund Class Y operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The fund competes with other mid-cap mutual funds, ETFs, and separately managed accounts. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from retirement savers. The competitive landscape includes firms like ABSKX (AB Discovery Growth Fund Class K), ABSRX (AB Sustainable US Thematic Fund Class R), BIGZ (BlackRock Innovation and Growth Trust), CCHRX (Calamos Growth Fund Class C), and CSERX (Columbia Small Cap Equity Value Fund Class R5), each with its own investment strategies and risk profiles.
Key Customers
- Individual investors seeking long-term capital growth.
- Retirement savers looking for diversified investment options.
- Financial advisors seeking to provide investment solutions to their clients.
- Institutional investors seeking exposure to mid-cap equities.
Financials
Chart & Info
Carillon Scout Mid Cap Fund Class Y (CSMZX) stock price: Price data unavailable
Latest News
No recent news available for CSMZX.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CSMZX.
Price Targets
Wall Street price target analysis for CSMZX.
MoonshotScore
What does this score mean?
The MoonshotScore rates CSMZX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Carillon Scout Mid Cap Fund Class Y Stock: Key Questions Answered
What does Carillon Scout Mid Cap Fund Class Y do?
Carillon Scout Mid Cap Fund Class Y is a mutual fund that invests primarily in mid-cap equity securities, aiming for long-term capital growth. The fund diversifies its investments across various companies and economic sectors, seeking to mitigate risk and capitalize on broad economic trends. It focuses on companies with market capitalizations between $1 billion and the largest company in the Russell Midcap Index, offering investors exposure to the growth potential of mid-sized businesses. The fund generates revenue through management fees charged as a percentage of its assets under management.
What do analysts say about CSMZX stock?
AI analysis is pending for CSMZX, so current analyst consensus is unavailable. However, similar funds are generally evaluated based on their expense ratios, historical performance relative to the Russell Midcap Index, and the expertise of their portfolio management team. Investors typically consider factors such as the fund's risk-adjusted returns, its diversification strategy, and its ability to generate consistent long-term growth. The fund's future performance will depend on its ability to select and manage mid-cap equity securities effectively in a dynamic market environment.
What are the main risks for CSMZX?
The primary risks for Carillon Scout Mid Cap Fund Class Y include market volatility, which can significantly impact the value of its mid-cap equity holdings. Economic downturns, rising interest rates, and geopolitical events can all contribute to market volatility. Additionally, the fund faces the risk of underperforming its benchmark, the Russell Midcap Index, if its investment decisions do not generate sufficient returns. Increased competition from other asset management firms and regulatory changes impacting the asset management industry also pose potential risks to the fund's performance and profitability. The fund's success depends on its ability to navigate these risks effectively.
How does Carillon Scout Mid Cap Fund Class Y make money in financial services?
Carillon Scout Mid Cap Fund Class Y generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's total assets under management (AUM). The fund charges investors a fee for its expertise in selecting and managing a portfolio of mid-cap equity securities. The more assets the fund manages, the higher its revenue. The fund's profitability depends on its ability to attract and retain investors, generate positive investment returns, and control its operating expenses. The fund's fee structure is disclosed in its prospectus and is subject to regulatory oversight.
What is Carillon Scout Mid Cap Fund Class Y's approach to risk management?
Carillon Scout Mid Cap Fund Class Y employs a diversified investment strategy to manage risk. By spreading its investments across numerous companies and economic sectors, the fund aims to reduce its exposure to any single company or sector. The fund's portfolio managers conduct thorough fundamental research and analysis to identify companies with strong financial health and growth prospects. The fund also monitors market conditions and adjusts its portfolio as needed to mitigate risk. The fund's risk management approach is designed to protect investors' capital while seeking long-term capital growth.
What are the key factors to evaluate for CSMZX?
Evaluating CSMZX involves reviewing fundamentals, analyst consensus, and risk factors. Key strength: Diversified portfolio across sectors and companies.. Primary risk to monitor: Potential: Market volatility impacting mid-cap valuations.. This is not financial advice.
How frequently does CSMZX data refresh on this page?
CSMZX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven CSMZX's recent stock price performance?
Recent price movement in Carillon Scout Mid Cap Fund Class Y (CSMZX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Diversified portfolio across sectors and companies.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending, limiting comprehensive insights.
- Financial data based on available information and may be subject to change.