CSMFX

About CSMFX

Carillon Scout Mid Cap Fund Class C is a diversified mutual fund designed to provide long-term capital growth by investing primarily in equity securities of mid-cap companies. The fund targets businesses whose market capitalizations fall within the range defined by the Russell Midcap Index, emphasizing a blend of growth and value strategies. Its portfolio typically includes common and preferred stocks, convertible securities, rights, warrants, and real estate investment trusts, aiming for at least 80% allocation to mid-cap equities at any time. The fund employs active management by seeking attractively valued, high-quality mid-cap firms with potential for above-average performance driven by company-specific or broader economic catalysts. Sector exposures are broad, encompassing technology, healthcare, financial services, energy, and consumer discretionary sectors. Carillon Scout Mid Cap Fund Class C is positioned as a core mid-cap holding, serving investors seeking exposure to this segment of the U.S. equity market with a goal of outpacing the Russell Midcap Index over a full market cycle while managing risk through diversification and disciplined stock selection.