UMBMX : Carillon Scout Mid Cap Fund Class I

UMBMX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

UMBMX

Carillon Scout Mid Cap Fund Class I

FI Score

53 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

53% FI Score
  • umbmx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Carillon Scout Mid Cap Fund Class I

Expenses: 0.98% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity securities. The fund's portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than $1 billion and equal to or less than the largest company in the Russell Midcap® Index during the most recent 12-month period. It maintains a portfolio of investments diversified across companies and economic sectors.

Largest Holdings

Amount Holding
2.18% WEC Energy Group Inc
2.00% Mid-America Apartment Communities Inc
1.85% Lear Corp
1.55% Skyworks Solutions Inc
1.55% ONE Gas Inc
1.48% Dollar General Corp
1.46% AGNC Investment Corp
1.37% W.W. Grainger Inc
1.34% Prologis Inc
1.29% FTI Consulting Inc
1.26% Atmos Energy Corp
1.22% D.R. Horton Inc
1.22% CMS Energy Corp
1.21% Zynga Inc Class A
1.15% CrowdStrike Holdings Inc Class A
1.15% Baker Hughes Co Class A
1.14% Booking Holdings Inc
1.14% Kansas City Southern
1.13% Eagle Materials Inc
1.11% Owens-Corning Inc
1.09% Centene Corp
1.08% Portland General Electric Co
1.07% KLA Corp
1.07% Humana Inc
1.07% Brown & Brown Inc

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