The Carillon Family of Funds will merge the Carillon Eagle Mid Cap Stock Fund into the Carillon Eagle Mid Cap Growth Fund in mid-July, 2018. We will not accept new purchases in the Carillon Eagle Mid Cap Stock Fund after May 31, 2018. Shareholders already should have received notification concerning the merger in the mail. Click here for more information.

Carillon Eagle Mid Cap Stock Fund

  • Overview


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

    Mid-sized companies are often more stable than start-up companies and could provide suitable investors with less market risk while seeking growth potential. Companies in this market cap arena may be small enough to be unnoticed by analysts and business editors, yet large enough to have the critical mass to continue gaining market share.

    Investment Process

    The portfolio manager seeks long-term capital appreciation by investing principally in the equity securities of companies with capitalizations of $500 million to $15 billion.

    The team seeks to buy growing, high-quality companies at a discount to what the managers perceive are their fair-market values.


    • Superior cash-flow generation
    • Management with successful record of business-strategy execution
    • Defensive business models
    • Sustainable growth
    • Solid balance sheet


    • Pay reasonable prices
    • Disciplined sell policy


    • Diversified portfolio
    • Sector-weight policies

    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.

    Key Facts

  • Investment Team

    In advance of the merger of the Carillon Eagle Mid Cap Stock Fund into the Carillon Eagle Mid Cap Growth Fund, the portfolio management team of the Carillon Eagle Mid Cap Stock Fund changed to the managers of the Carillon Eagle Mid Cap Growth Fund effective March 1, 2018.

    Mid Cap Stock Fund Investment Team

    Bert Boksen

    Bert L. Boksen, CFA

    Managing Director, Portolio Manager

    41 Years Of Industry Experience

    23 Years With Eagle Asset Management

    Eric Mintz

    Eric Mintz, CFA

    Portfolio co-Manager

    23 Years Of Industry Experience

    13 Years With Eagle Asset Management

    Chris Sassouni

    Christopher Sassouni, D.M.D.

    Portfolio co-Manager - Healthcare

    28 Years of Industry Experience

    15 Years With Eagle Asset Management

    Adam Gallina

    Adam Gallina, CFA

    Senior Research Analyst

    18 Years Of Industry Experience

    11 Years With Eagle Asset Management

    Andrew Adebonojo

    Andrew Adebonojo, CFA

    Senior Research Analyst

    26 Years Of Industry Experience

    7 Years With Eagle Asset Management

    David Cavanaugh

    David Cavanaugh

    Senior Research Analyst

    22 Years Of Industry Experience

    2 Years With Eagle Asset Management

    Tariq A Siddiqi

    Tariq Siddiqi, CFA

    Senior Research Analyst

    15 Years Of Industry Experience

    6 Years With Eagle Asset Management

    Bryan Batassa

    Bryan Batassa

    Portfolio Analyst

    11 Years Of Industry Experience

    8 Years With Eagle Asset Management

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Literature

    Documents available for download

    • Complete Portfolio Holdings of the Most Recent Quarter

    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