HRCUX Mutual Fund
HRCUX Mutual Fund
HRCUX Mutual Fund
Carillon ClariVest Capital Appreciation Fund Class R-6
HRCUX Mutual Fund Overview
HRCUX Mutual Fund (Carillon ClariVest Capital Appreciation Fund Class R-6) is managed by Carillon Family of Funds with $3.3M in net assets. HRCUX expense ratio is 0.65%, holding 72 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2015-07-31.
HRCUX performance shows a YTD return of 7.13%. The 1-year return is 22.87% and the 5-year return is 15.25%. HRCUX dividend yield stands at 3.80%, paid annually.
HRCUX 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 HRCUX holdings, HRCUX sectors, or HRCUX dividends.
HRCUX can be compared against other funds. Use HRCUX overlap to find shared positions, or HRCUX vs another fund for a side-by-side view. HRCUX alternatives are available via the screener, along with tax-loss harvesting opportunities.