Carillon Eagle Mid Cap Growth Fund

  • Overview

    Overview

    Eagle Asset Management, Inc. is the sub-adviser to the Carillon Eagle Mid Cap Growth Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    Our managers seek to invest in companies with above-average growth potential, both emerging and more established companies that may be undiscovered or undervalued in the market.

    Investment Process

    The fund's portfolio managers go to great lengths to uncover information about the companies they select. Before investing in companies for the portfolio, management and/or research analysts frequently:

    • Meet the company's management, evaluate their roles and capabilities, review the company's policies and procedures and consider other factors that may affect its success
    • Look for companies with a positive catalyst for growth, such as a new product, acquisition, divestiture, restructuring or change in the marketplace
    • The portfolio managers focus primarily on stocks with a market capitalization at time of purchase below the ceiling established by the Russell Midcap Growth Index

    A Word about Risk

    Investments in mid-cap companies generally involve greater risks than investing in larger capitalization companies. Mid-cap companies often have narrower commercial markets, more limited managerial and financial resources, and more volatile trading than larger, more established companies.

    Growth companies are expected to increase their earnings at a certain rate. When these expectations are not met, investors may punish the stocks excessively, even if earnings showed an absolute increase. Growth company stocks also typically lack the dividend yield that can cushion stock prices in market downturns. The companies engaged in the technology industry are subject to fierce competition and their products and services may be subject to rapid obsolescence. The values of these companies tend to fluctuate sharply.

    Key Facts

  • Investment Team

    Mid Cap Growth Fund Investment Team

    Bert Boksen

    Bert L. Boksen, CFA

    Managing Director, Portolio Manager

    40 Years of Industry Experience

    22 Years With Company

    Eric Mintz

    Eric Mintz, CFA

    Portfolio co-Manager

    22 Years of Industry Experience

    12 Years With Company

    Chris Sassouni

    Christopher Sassouni, D.M.D.

    Assistant Portfolio Manager

    27 Years of Industry Experience

    14 Years With Company

    Adam Gallina

    Adam Gallina, CFA

    Senior Research Analyst

    17 Years of Industry Experience

    11 Years With Company

    Andrew Adebonojo

    Andrew Adebonojo, CFA

    Senior Research Analyst

    25 Years of Industry Experience

    7 Years With Company

    David Cavanaugh

    David Cavanaugh

    Senior Research Analyst

    21 Years of Industry Experience

    1 Year With Company

    Tariq A Siddiqi

    Tariq A Siddiqi, CFA

    Senior Research Analyst

    14 Years of Industry Experience

    6 Years With Company

    Bryan Batassa

    Bryan Batassa

    Portfolio Analyst

    10 Years of Industry Experience

    7 Years With Company

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Literature

    Documents available for download


    You will need Adobe Acrobat Reader Adobe PDF document in order to view the PDF files linked above. If you do not have Acrobat Reader installed on your computer, you may obtain it free of charge at the Adobe Web site. Click here to go to the Adobe Web site (link will open in new window).


Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Contact Carillon Fund Services at 1.800.421.4184 or your financial advisor for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.

Not FDIC insured. No bank guarantee. May lose value.

Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This web site should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories.

Carillon Fund Distributors, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716