Carillon Scout Mid Cap Fund Class Y (CSMZX) Research
The Carillon Scout Mid Cap Fund Class Y aims to generate sustained capital appreciation over the long term. Under typical market conditions, a minimum of 80% of its net assets will be invested in the equity securities of mid-capitalization companies. The fund's managers define these mid-cap companies as those with market values exceeding $1 billion, yet not surpassing the market capitalization of the largest constituent in the Russell Midcap® Index over the most recent 12-month period, as evaluated at the time of initial investment. A core strategy involves maintaining a diversified portfolio across numerous companies and various economic sectors.
Market snapshot
- Symbol
- CSMZX
- Price
- $23.54
- Day change
- +0.90%
- Market cap
- $3.2B
- 52-week range
- 18.4-23.5388
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AB Discovery Value Fund Class K (ABSKX)
- AB Discovery Value Fund Class R (ABSRX)
- Blackrock Innovation & Growth Trust (BIGZ)
- Columbia Seligman Global Technology Fund Advisor Class (CCHRX)
- Columbia Select Large Cap Value Fund Advisor Class (CSERX)
- Diamond Hill Small-Mid Cap Fund (DHMAX)
- Fidelity Advisor Balanced Fund Class Z (FZAAX)
- Carillon Eagle Mid Cap Growth Fund Class Y (HRAYX)
Open Carillon Scout Mid Cap Fund Class Y (CSMZX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.