HRCCX Mutual Fund

HRCCX Mutual Fund (Carillon ClariVest Capital Appreciation Fund Class C) is managed by Carillon Family of Funds with $8.9M in net assets. HRCCX expense ratio is 1.75%, holding 72 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1995-04-03.

HRCCX performance shows a YTD return of 6.57%. The 1-year return is 21.53% and the 5-year return is 24.92%. HRCCX dividend yield stands at 3.83%, paid annually.

HRCCX top holdings include Nvidia Corp. (13.0%), Apple, Inc (10.2%), Microsoft Corp (8.0%), Broadcom Inc (5.1%), Amazon.Com Inc (4.9%). Go to all HRCCX holdings, HRCCX sectors, or HRCCX dividends.

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