CSMEX Mutual Fund

CSMEX Mutual Fund (Carillon Scout Mid Cap Fund Class A) is managed by Carillon Family of Funds with $40.8M in net assets. CSMEX expense ratio is 1.25%, holding 125 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-11-20.

CSMEX performance shows a YTD return of 12.90%. The 1-year return is 21.19% and the 5-year return is 8.69%. CSMEX dividend yield stands at 8.81%, paid annually.

CSMEX top holdings include Ati Inc (2.1%), FTAI Aviation Ltd (1.8%), Cenovus Energy, Inc. (1.7%), Viper Energy Inc Cl A (1.7%), Quanta (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.