Carillon Eagle Mid Cap Growth Fund (HRAUX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Carillon Eagle Mid Cap Growth Fund (HRAUX) trades at $76.70 with AI Score 44/100 (Grade C). Carillon Eagle Mid Cap Growth Fund (HRAUX) focuses on equity securities of mid-capitalization companies with above-average growth potential. Market cap: $4.18B, Sector: Financial services.
Price as of Jul 23, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for HRAUX: HRAUX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates HRAUX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
HRAUX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 $4.18B 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 $4.18B 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 $4.18B 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CSRSX Cohen & Steers Realty Shares Fund | $75.55 | -0.09% | $5.05B | 49 |
| HMDCX The Hartford MidCap Fund | $20.39 | -0.54% | $3.63B | 44 |
| PARWX Parnassus Endeavor Fund | $63.91 | -0.22% | $5.35B | 44 |
| PFPWX Parnassus Funds - Parnassus Endeavor Fund | $64.21 | -0.20% | $5.35B | 44 |
| PRDMX T. Rowe Price Diversified Mid Cap Growth Fund | $47.96 | -0.54% | $4.90B | — |
| AB AllianceBernstein Holding L.P. | $37.15 | -0.51% | $4.11B | 86 |
| FHI Federated Hermes, Inc. | $57.31 | -0.59% | $4.35B | 97 |
| HLNE Hamilton Lane Incorporated | $81.15 | +0.01% | $4.51B | 72 |
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 Could Drive HRAUX Stock Higher?
- Continued growth in the mid-cap market segment, driven by economic expansion and investor demand.
- Successful implementation of ESG investment strategies, attracting socially responsible investors.
- Potential for increased earnings and sales growth among portfolio companies.
- Strategic partnerships with other financial institutions, expanding distribution channels.
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 the Growth Opportunities for HRAUX?
- Expansion into new market segments: Carillon Eagle Mid Cap Growth Fund can explore opportunities to expand its reach by targeting new investor segments, such as high-net-worth individuals or institutional investors. By tailoring its investment strategies and marketing efforts to these specific groups, the fund can attract additional capital and grow its assets under management. This expansion could involve creating new investment products or offering customized portfolio management services. The timeline for this growth opportunity is estimated at 2-3 years, with a potential market size of several billion dollars.
- Increased focus on sustainable investing: As environmental, social, and governance (ESG) factors become increasingly important to investors, Carillon Eagle Mid Cap Growth Fund can capitalize on this trend by incorporating ESG considerations into its investment process. By identifying and investing in companies that demonstrate strong ESG performance, the fund can attract socially responsible investors and enhance its reputation. This could involve developing new ESG-focused investment products or integrating ESG analysis into its existing investment strategies. The timeline for this growth opportunity is estimated at 1-2 years, with a potential market size of trillions of dollars.
- Leveraging technology to enhance investment decisions: Carillon Eagle Mid Cap Growth Fund can leverage technology, such as artificial intelligence and machine learning, to improve its investment decision-making process. By using these technologies to analyze vast amounts of data and identify investment opportunities, the fund can potentially generate higher returns for its investors. This could involve developing new algorithms or partnering with technology companies to access cutting-edge tools. The timeline for this growth opportunity is estimated at 1-2 years, with the potential to significantly enhance investment performance.
- Strategic partnerships with other financial institutions: Carillon Eagle Mid Cap Growth Fund can explore opportunities to form strategic partnerships with other financial institutions, such as banks or insurance companies. These partnerships can provide the fund with access to new distribution channels and a wider pool of potential investors. This could involve co-creating investment products or offering the fund's products through the partner's distribution network. The timeline for this growth opportunity is estimated at 2-3 years, with the potential to significantly expand the fund's reach.
- Geographic expansion into emerging markets: Carillon Eagle Mid Cap Growth Fund can consider expanding its investment focus to include mid-capitalization companies in emerging markets. These markets often offer higher growth potential compared to developed markets, providing the fund with opportunities to generate attractive returns. This could involve establishing a dedicated emerging markets investment team or partnering with local experts. The timeline for this growth opportunity is estimated at 3-5 years, with the potential to tap into a rapidly growing market.
What Opportunities Does HRAUX Have?
- Expansion into new market segments.
- Increased focus on sustainable investing.
- Leveraging technology to enhance investment decisions.
- Strategic partnerships with other financial institutions.
What Threats Does HRAUX Face?
- Increased competition from other asset managers.
- Economic downturns impacting market performance.
- 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 Valuation & Market Position
Relative to its peer group, HRAUX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
HRAUX Financials
Bull Case vs Bear Case
Bull Case
- Experienced portfolio management team.
- Disciplined investment process.
- Focus on mid-cap growth companies.
- Established track record.
Bear Case
- Dependence on market conditions.
- Potential for underperformance relative to benchmarks.
- Lack of dividend yield may deter some investors.
- Higher beta indicates greater volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
HRAUX Latest News
No recent news available for HRAUX.
HRAUX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for HRAUX.
Price Targets
Wall Street price target analysis for HRAUX.
HRAUX MoonshotScore
What does this score mean?
The MoonshotScore rates HRAUX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Carillon Eagle Mid Cap Growth Fund ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. HRAUX, while based in St. Petersburg, USA, operates similarly by investing in companies that may have international exposure. As an ADR, it simplifies investing in these companies for U.S. investors.
- Home Market Ticker: Not applicable, fund is US-based.
- ADR Level: 2
- ADR Ratio: 1:1
Common Questions About HRAUX (Financial Services)
What does the AI Score mean for HRAUX?
HRAUX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Carillon Eagle Mid Cap Growth Fund (HRAUX) focuses on equity securities of mid-capitalization companies with above-average growth potential. The fund targets companies demonstrating reasonable …
What does Carillon Eagle Mid Cap Growth Fund do?
Carillon Eagle Mid Cap Growth Fund (HRAUX) is an asset management fund that invests primarily in the equity securities of mid-capitalization companies. The fund's investment strategy focuses on identifying companies with the potential for above-average earnings or sales growth, reasonable valuations, and acceptable debt levels.
What are the main risks for HRAUX?
The main risks for Carillon Eagle Mid Cap Growth Fund include market volatility, economic downturns, and increased competition from other asset managers. Market volatility can significantly impact the fund's performance, leading to fluctuations in asset values. Economic downturns can negatively affect the earnings and sales growth of the fund's portfolio companies.
How sensitive is HRAUX to interest rate changes?
HRAUX's sensitivity to interest rate changes is indirect, primarily affecting the valuations of the mid-capitalization companies it invests in. Rising interest rates can increase borrowing costs for these companies, potentially impacting their profitability and growth prospects. Conversely, declining interest rates can lower borrowing costs and stimulate economic activity, benefiting the fund's portfolio companies.
How is Carillon Eagle Mid Cap Growth Fund adapting to fintech disruption?
Carillon Eagle Mid Cap Growth Fund is adapting to fintech disruption by leveraging technology to enhance its investment decision-making process and improve operational efficiency. The fund is exploring the use of artificial intelligence and machine learning to analyze vast amounts of data and identify investment opportunities.
What are the key factors to evaluate for HRAUX?
Carillon Eagle Mid Cap Growth Fund (HRAUX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does HRAUX data refresh on this page?
HRAUX's price was last updated on Jul 23, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven HRAUX's recent stock price performance?
Carillon Eagle Mid Cap Growth Fund (HRAUX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced portfolio management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider HRAUX overvalued or undervalued right now?
Carillon Eagle Mid Cap Growth Fund (HRAUX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be made based on individual circumstances and consultation with a financial advisor.