CSMFX Mutual Fund

CSMFX Mutual Fund (Carillon Scout Mid Cap Fund Class C) is managed by Carillon Family of Funds with $17.0M in net assets. CSMFX expense ratio is 1.99%, holding 125 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-11-20.

CSMFX performance shows a YTD return of 12.47%. The 1-year return is 20.37% and the 5-year return is 7.88%. CSMFX dividend yield stands at 8.62%, paid annually.

CSMFX top holdings include Ati Inc (2.1%), FTAI Aviation Ltd (1.8%), Cenovus Energy, Inc. (1.7%), Viper Energy Inccommon Stock (1.7%), Quanta Services, Inc. (1.7%). Go to all CSMFX holdings, CSMFX sectors, or CSMFX dividends.

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