Carillon Scout Mid Cap Fund Class A (CSMEX)

Overview

The company specializes in managing a fund that primarily focuses on investing in mid cap equity securities. It operates with a clear investment strategy that involves allocating at least 80% of its net assets towards mid-capitalization companies, adhering to a specific criterion for their selection. These companies are identified based on their market capitalizations, which should be greater than $1 billion but not exceed the size of the largest company listed in the Russell Midcap® Index as per the evaluations done over the most recent 12-month period. The firm is dedicated to maintaining a diversified portfolio not just across multiple companies but also across different economic sectors, ensuring a balanced risk and opportunity profile for its investors.

Products and Services

The company offers a range of investment products and services designed to meet the needs of various investors, focusing on those interested in mid-cap equities. Each offering is developed to capitalize on the growth potential of mid-capitalization companies while aiming for portfolio diversification to mitigate risk.

• Mid Cap Equity Fund - This core product targets mid-cap companies that have a market capitalization greater than $1 billion and up to the cap set by the largest company in the Russell Midcap® Index. The fund's strategy revolves around identifying companies with the potential for growth and profitability, investing in a mix of value and growth stocks across various sectors.
• Portfolio Diversification Services - Alongside its Mid Cap Equity Fund, the company provides services aimed at assisting investors with portfolio diversification. Understanding the importance of spreading investment across various sectors and companies, these services are tailored to help reduce the overall risk while striving for balanced performance in both stable and volatile markets.