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Carillon Scout Small Cap I UMBHX

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%

Morningstar’s Analysis UMBHX

Will UMBHX outperform in future?

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

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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