Carillon Eagle Growth & Income Fund Class A (HRCVX) Research

This fund's primary goal is to achieve substantial long-term capital growth, complemented by a secondary objective of generating consistent income. It predominantly allocates its investments to U.S. common stocks. The portfolio managers specifically target financially robust, high-quality companies that are known for paying dividends above the market average, possessing significant free cash flow, and having a consistent history of dividend increases. Typically, investments are made in mid- to large-sized companies, with a focus on diversifying holdings across various industries and economic sectors.

Market snapshot

Symbol
HRCVX
Price
$20.85
Day change
+38.52%
Market cap
$505.6M
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Baron Durable Advantage Fund Retail Shares (BDAFX)
  • BlackRock Limited Duration Income Trust (BLW)
  • Carillon Eagle Growth & Income I (HIGJX)
  • Invesco Quality Municipal Income Trust (IQI)
  • Multi Asset Income Fund Class Y (SLIYX)
  • T. Rowe Price U.S. High Yield Fund Investor Class (TUHYX)
  • Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX)
  • Invesco California Value Municipal Income Trust (VCV)

Open Carillon Eagle Growth & Income Fund Class A (HRCVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.