Carillon Eagle Mid Cap Growth Fund (HRAUX) Fund Overview

Carillon Eagle Mid Cap Growth Fund (HRAUX) Financial Services Profile

Carillon Eagle Mid Cap Growth Fund (HRAUX) is an asset management fund focused on mid-capitalization companies, aiming for above-average earnings or sales growth. With a market cap of $3.83 billion and a beta of 1.32, HRAUX operates within the competitive financial services sector, seeking companies with reasonable valuations and acceptable debt levels.

What Is the Investment Thesis for HRAUX?

Carillon Eagle Mid Cap Growth Fund (HRAUX), with a market capitalization of $3.83 billion and a beta of 1.32, presents an investment opportunity centered on mid-capitalization companies exhibiting above-average growth potential. The fund's strategy of investing in companies with reasonable valuations and acceptable debt levels aims to provide long-term capital appreciation. Key value drivers include the fund's ability to identify and capitalize on growth opportunities within the mid-cap segment. Catalysts for growth include the potential for increased earnings and sales growth among its portfolio companies. However, potential risks include market volatility and the inherent challenges of accurately predicting future growth rates. The fund's performance is also subject to the broader economic environment and the performance of the financial services sector. The absence of a dividend yield may deter some income-focused investors.

Based on FMP financials and quantitative analysis

HRAUX Key Highlights

Market cap of $3.83 billion indicates a significant presence in the asset management sector.

• Beta of 1.32 suggests higher volatility compared to the overall market.
• Focus on mid-capitalization companies provides exposure to a segment with potential for growth.
• Investment strategy emphasizes companies with above-average earnings or sales growth.
• No dividend yield may appeal to growth-oriented investors but not to income-seeking investors.

Who Are HRAUX's Competitors?

HRAUX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are HRAUX's Key Strengths?

Experienced portfolio management team.

• Disciplined investment process.
• Focus on mid-cap growth companies.
• Established track record.

What Are HRAUX's Weaknesses?

Dependence on market conditions.

• Potential for underperformance relative to benchmarks.
• Lack of dividend yield may deter some investors.
• Higher beta indicates greater volatility.

What Are the Key Risks for HRAUX?

Market volatility impacting fund performance.

• Economic downturns leading to decreased asset values.
• Increased competition from other asset managers.
• Changes in interest rates affecting valuations.
• Regulatory changes impacting the financial services industry.

What Are HRAUX's Competitive Advantages?

• Established track record in managing mid-cap growth portfolios.
• Experienced team of portfolio managers and research analysts.
• Disciplined investment process focused on growth, valuation, and debt levels.

What Does HRAUX Do?

Carillon Eagle Mid Cap Growth Fund (HRAUX) is designed to provide investors with exposure to mid-sized companies exhibiting strong growth characteristics. The fund operates under the principle of investing at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of mid-capitalization companies. These companies are selected based on their potential for above-average earnings or sales growth, coupled with reasonable valuations and manageable debt levels. The fund's investment strategy is centered around identifying companies that demonstrate a capacity for sustainable growth, making it an appealing option for investors seeking capital appreciation. The fund's portfolio managers conduct thorough research to pinpoint companies that meet their criteria for growth potential, valuation, and debt management. This research-intensive approach aims to construct a portfolio of companies poised for long-term success. The fund's focus on mid-capitalization companies allows it to tap into a segment of the market that often offers a balance between established businesses and emerging growth opportunities. The fund is based in St. Petersburg, USA. By concentrating on companies with strong growth prospects and sound financial fundamentals, Carillon Eagle Mid Cap Growth Fund seeks to deliver attractive returns to its investors over the long term. The fund's investment philosophy underscores a commitment to disciplined stock selection and a focus on companies with the potential to outperform their peers.

What Products and Services Does HRAUX Offer?

• Invests in equity securities of mid-capitalization companies.
• Targets companies with above-average earnings or sales growth potential.
• Prioritizes companies with reasonable valuations.
• Considers companies with acceptable debt levels.
• Manages a portfolio of mid-cap stocks.
• Conducts research to identify promising investment opportunities.
• Aims to provide long-term capital appreciation for investors.

How Does HRAUX Make Money?

• Generates revenue through management fees charged on assets under management (AUM).
• AUM increases with positive investment performance and net inflows from investors.
• Expenses include investment research, portfolio management, and administrative costs.

What Industry Does HRAUX Operate In?

Carillon Eagle Mid Cap Growth Fund operates within the asset management industry, a segment of the financial services sector 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 asset management firms, including CSRSX, HMDCX, PARWX, PFPWX, and PRDMX, all vying for investor capital. The trend towards passive investing and the rise of fintech companies are reshaping the industry landscape, requiring asset managers to adapt and innovate to remain competitive. The fund's focus on mid-cap companies differentiates it within this competitive environment.

Who Are HRAUX's Key Customers?

• Individual investors seeking capital appreciation.
• Institutional investors, such as pension funds and endowments.
• Financial advisors recommending investment products to their clients.

HRAUX Financials

HRAUX Latest News

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HRAUX Analyst Consensus

HRAUX MoonshotScore

Common Questions About HRAUX (Financials)

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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