CSMFX Mutual Fund

CSMFX Mutual Fund (Carillon Scout Mid Cap Fund Class C) is managed by Carillon Family of Funds with $18.0M in net assets. CSMFX expense ratio is 1.99%, holding 125 positions across sectors including Industrials, Information Technology, Energy. 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 8.64%, paid annually.

CSMFX top holdings include Viper Energy Inc Cl A (2.1%), Cenovus Energy, Inc. (1.9%), FTAI Aviation Ltd (1.9%), Wec Energy Group Inc. (1.8%), Ati Inc (1.8%). 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.