UMBHX : Carillon Scout Small Cap Fund Class I

UMBHX is a US Stocks Market Small Growth with MODERATE fees.

UMBHX

Carillon Scout Small Cap Fund Class I

FI Score

42 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

42% FI Score
  • umbhx
  • Mutual Fund
  • US Stocks
  • Small Growth

Carillon Scout Small Cap Fund Class I

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities (mostly common stocks) of small cap companies located anywhere in the United States. The fund's portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Growth Index during the most recent 12-month period.

Largest Holdings

Amount Holding
3.25% LHC Group Inc
3.00% Omnicell Inc
2.86% Molina Healthcare Inc
2.59% ICU Medical Inc
2.57% Pegasystems Inc
2.34% Quidel Corp
2.29% AMN Healthcare Services Inc
2.24% Bruker Corp
2.16% Balchem Corp
2.14% J2 Global Inc
2.04% Cohen & Steers Inc
1.95% PRA Health Sciences Inc
1.88% BioTelemetry Inc
1.86% Semtech Corp
1.85% Entegris Inc
1.82% Proto Labs Inc
1.81% Medpace Holdings Inc
1.70% US Physical Therapy Inc
1.69% Monro Inc
1.66% Qualys Inc
1.63% Envestnet Inc
1.61% The Descartes Systems Group Inc
1.59% Kratos Defense & Security Solutions Inc
1.54% Fabrinet
1.54% Inphi Corp

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