Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) Research
This fund's primary goal is to generate significant capital appreciation over an extended period. Under typical market conditions, it aims to achieve this by allocating a minimum of 65% of its total assets to equity securities of companies demonstrating robust potential for sustained growth in profitability, cash generation, and overall enterprise value. The portfolio management team additionally seeks out stocks that appear to be undervalued when weighed against their inherent long-term growth attributes. Their investment approach involves a disciplined evaluation of both fundamental business indicators and technical market trends, significantly bolstered by a data-driven quantitative framework.
Market snapshot
- Symbol
- HRCUX
- Price
- $74.44
- Day change
- +1.27%
- Market cap
- $668.9M
- 52-week range
- 59.66-77.62
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Asset Management Fund (BTBFX)
- Baron WealthBuilder Fund Retail Shares (BWBFX)
- Diamond Hill All Cap Select Fund Class I (DHLTX)
- Leuthold Core Investment Fund Class Institutional (LCRIX)
- Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
- Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
- SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
- SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)
Open Carillon ClariVest Capital Appreciation Fund Class R6 (HRCUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.