Carillon Scout Mid Cap Fund

  • Overview

    Overview

    The Scout Mid Cap Equity Strategy seeks long-term growth of capital while aiming to consistently outperform the Russell Midcap® Index throughout a full market cycle (three to five years) with less than commensurate risk.

    We believe actively managing a portfolio of attractively valued, high-quality mid-cap companies which we expect to benefit from company specific or macro catalysts, can generate superior long-term risk-adjusted relative performance.

    Investment Process

    The Fund invests in a diversified portfolio consisting primarily of equity securities of mid-cap companies. Equity securities include common stocks, preferred stocks, securities (convertible or exchangeable into common stocks), rights, warrants and real estate investment trusts (REITs). The Fund normally invests at least 80% of its net assets in mid-cap equity securities. Mid-cap equity securities are securities issued by companies with market capitalizations within the range of the largest and smallest companies in the Russell Midcap® Index at the time of purchase.

    A Word about Risk

    Mid-cap stocks may temporarily fall out of favor or perform poorly relative to other types of investments. While stocks of mid-cap companies may be slightly less volatile than those of small-cap companies, they still involve substantial risk. Real Estate Investment Trusts (REITS) may be affected by economic conditions including credit risk, interest rate risk and other factors that affect property values, rents or occupancies of real estate. Foreign investments present additional risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. Investments in emerging markets involve even greater risks. Groups of stocks, such as value and growth, go in and out of favor, which may cause certain funds to underperform other equity funds.

    The Fund may, at times, experience higher-than-average portfolio turnover which may generate significant taxable gains and increased trading expenses which in turn may lower the Fund’s return. Diversification does not guarantee a profit or guarantee against a loss.

    Key Facts

  • Investment Team

    Mid Cap Fund Investment Team

    Pat Dunkerley

    Patrick Dunkerley, CFA

    Lead Portfolio Manager

    23 years of industry experience

    John Indellicate

    John Indellicate, CFA

    Co-Portfolio Manager

    13 years of industry experience

    Derek Smashey

    Derek Smashey, CFA

    Co-Portfolio Manager

    13 years of industry experience

    Jason Votruba

    Jason Votruba, CFA

    Co-Portfolio Manager

    19 years of industry experience

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    Eric Chenoweth, CFA

    Senior Investment Analyst

    17 years of industry experience

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    Craig West, CFA

    Senior Investment Analyst

    21 years of industry experience

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Literature

    Documents available for download



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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