Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) Research
This fund's primary goal is to achieve significant long-term growth for investors' capital. Under typical market conditions, it endeavors to meet this objective by committing a minimum of 65% of its total assets to equity securities. These equities are chosen from companies that demonstrate strong potential for sustained expansion in their earnings, cash flow generation, and overall intrinsic value. Additionally, the investment team seeks out stocks whose market price appears to be below their true value when considering their fundamental long-term growth prospects. The investment strategy is built upon a structured evaluation of both a company's core financial health and market trends, heavily supported by a sophisticated, data-driven analytical process.
Market snapshot
- Symbol
- HRCMX
- Price
- $55.61
- Day change
- +1.16%
- Market cap
- $451.3M
- 52-week range
- 47.07-55.6068
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Allspring Large Cap Core Fund - Class R (EGOHX)
- First Trust MLP and Energy Income Fund (FEI)
- First Trust High Income Long/Short Fund (FSD)
- Tortoise Energy Infrastructure and Income Fund - Institutional Class (INFIX)
- MSIFT Core Plus Fixed Income Class A (MFXAX)
- Morgan Stanley Insti Fd Tr Core Plus Fixed Income Portf. I Cl (MPFIX)
- Nuveen Large Cap Core Fund Class A (NLACX)
- Nuveen Large Cap Core Fund Class C (NLCDX)
Open Carillon ClariVest Capital Appreciation Fund Class R5 (HRCMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.