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Morningstar

Carillon Scout Small Cap I UMBHX

Morningstar Analyst Rating
Quantitative rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 27.85  /  0.71 %
  • Total Assets 293.7 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 17%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis UMBHX

Will UMBHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UMBHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the UMBHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of UMBHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin Carillon Scout Small Cap I's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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