HRCPX : Carillon ClariVest Capital Appreciation Fund Class A

HRCPX is a US Stocks Market Large Growth with MODERATE fees.

HRCPX

Carillon ClariVest Capital Appreciation Fund Class A

FI Score

39 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

39% FI Score
  • hrcpx
  • Mutual Fund
  • US Stocks
  • Large Growth

Carillon ClariVest Capital Appreciation Fund Class A

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. During normal market conditions, the fund seeks to achieve its objective by investing at least 65% of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the company's long-term growth fundamentals. The strategy of the fund's portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.

Largest Holdings

Amount Holding
10.16% Microsoft Corp
8.59% Apple Inc
5.80% Amazon.com Inc
3.62% Visa Inc Class A
3.22% UnitedHealth Group Inc
3.03% Alphabet Inc A
3.03% Mastercard Inc A
3.00% Alphabet Inc Class C
2.53% Facebook Inc A
2.15% The Home Depot Inc
2.10% Costco Wholesale Corp
1.86% American Tower Corp
1.82% Adobe Inc
1.72% PayPal Holdings Inc
1.71% NVIDIA Corp
1.70% Synopsys Inc
1.70% Amgen Inc
1.63% Merck & Co Inc
1.63% Thermo Fisher Scientific Inc
1.63% Bristol-Myers Squibb Company
1.50% Salesforce.com Inc
1.47% Fiserv Inc
1.39% Walmart Inc
1.36% Comcast Corp Class A
1.35% AbbVie Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo