Carillon ClariVest Capital Appreciation Fund Class R6

Frequently Asked Questions About HRCUX

What does HRCUX invest in?

This fund's primary goal is to generate significant capital appreciation over an extended period. Under typical market conditions, it aims to achieve this by allocating a minimum of 65% of its total assets to equity securities of companies demonstrating robust potential for sustained growth in profitability, cash generation, and overall enterprise value. The portfolio management team additionally seeks out stocks that appear to be undervalued when weighed against their inherent long-term growth attributes. Their investment approach involves a disciplined evaluation of both fundamental business indicators and technical market trends, significantly bolstered by a data-driven quantitative framework.

What is the expense ratio of HRCUX?

Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HRCUX?

Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) manages $644.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HRCUX actively managed or an index fund?

HRCUX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HRCUX launched?

Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) launched in August 2015 and is managed by the fund issuer.

How has HRCUX performed?

HRCUX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.