CSMEX Mutual Fund

CSMEX Mutual Fund (Carillon Scout Mid Cap Fund Class A) is managed by Carillon Family of Funds with $39.4M in net assets. CSMEX expense ratio is 1.25%, holding 120 positions across sectors including Information Technology, Industrials, Energy. Inception date: 2017-11-20.

CSMEX performance shows a YTD return of 8.32%. The 1-year return is 12.26% and the 5-year return is 7.10%. CSMEX dividend yield stands at 0.20%, paid annually.

CSMEX top holdings include Cenovus Energy, Inc. (2.2%), Agilent Technologies Inc (2.2%), Ati Inc (1.9%), Marathon Petroleum Corp. (1.7%), Wec Energy Group Inc. (1.7%). Go to all CSMEX holdings, CSMEX sectors, or CSMEX dividends.

CSMEX can be compared against other funds. Use CSMEX overlap to find shared positions, or CSMEX vs another fund for a side-by-side view. CSMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.