Carillon Eagle Mid Cap Growth Fund

Shareclass
Carillon Eagle Mid Cap Growth C (HAGCX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
26.2
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,873 out of 2,538 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
6/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Cummins Inc
    0.76% of assets
    $40.1M invested
  • 2. Moodys Corp
    1.1% of assets
    $58.03M invested
  • 3. Jones Lang LaSalle Inc
    0.26% of assets
    $13.89M invested
  • 4. Neurocrine Biosciences Inc
    0.88% of assets
    $46.81M invested
  • 5. Booz Allen Hamilton Holding Corp Class A
    0.92% of assets
    $48.58M invested
  • 6. Pinterest Inc Class A
    0.93% of assets
    $49.4M invested
  • 7. Tyler Technologies Inc
    1.77% of assets
    $93.72M invested
  • 8. Vistra Corp
    1.42% of assets
    $75.38M invested
  • 9. Cencora Inc
    3.31% of assets
    $175.1M invested
  • 10. Cloudflare Inc
    1.29% of assets
    $68.32M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Chewy Inc
    0.68% of assets
    $36.17M invested
  • 2. Carvana Co Class A
    0.66% of assets
    $35.05M invested
  • 3. Celsius Holdings Inc
    0.94% of assets
    $49.81M invested
  • 4. Houlihan Lokey Inc Class A
    1.21% of assets
    $64M invested
  • 5. Palantir Technologies Inc Ordinary Shares - Class A
    2.77% of assets
    $146.83M invested
  • 6. Old Dominion Freight Line Inc Ordinary Shares
    0.94% of assets
    $49.65M invested
  • 7. Waste Connections Inc
    2.24% of assets
    $118.63M invested
  • 8. Wingstop Inc
    0.86% of assets
    $45.76M invested
  • 9. Ryan Specialty Holdings Inc Class A
    1.42% of assets
    $75.28M invested
  • 10. Vertiv Holdings Co Class A
    0.97% of assets
    $51.52M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on HAGCX at Morningstar.com
Gender Equality and Returns
Returns chart for Carillon Eagle Mid Cap Growth Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
HAGCX
Carillon Eagle Mid Cap Growth Fund
Family
Carillon Family of Funds
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.77% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
HAGCX
Carillon Eagle Mid Cap Growth Fund
Family
Carillon Family of Funds
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.77% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
HAGCX
Carillon Eagle Mid Cap Growth Fund
Family
Carillon Family of Funds
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.77% less  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
HAGCX - Carillon Eagle Mid Cap Growth Fund
0.92%
4.19%
8.49%
8.52%
44  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
55  / 100 points
Fund compared to benchmark
 
-11.14%
-7.95%
-7.08%
-3.77%
11  / 100 points lower
Find more financial data on HAGCX at Morningstar.com
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