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Scout mid cap equity fund

WebOct 26, 2024 · Scout Mid Cap Fund made its debut in November of 2006, and since then, UMBMX has accumulated about $4.27 billion in assets, per the most up-to-date date … The Scout Mid Cap Equity Strategy seeks long-term growth of capital while aiming to consistently outperform the Russell Midcap® Index throughout a full … See more We believe actively managing a portfolio of attractively valued, high-quality mid-cap companies which we expect to benefit from company specific or macro … See more

CSMFX: Carillon Scout Mid Cap Fund - MutualFunds.com

WebOct 27, 2024 · Scout Mid Cap Fund debuted in November of 2006. Since then, UMBMX has accumulated assets of about $2.57 billion, according to the most recently available information. The fund is currently managed ... WebOct 26, 2024 · Scout Mid Cap Fund made its debut in November of 2006, and since then, UMBMX has accumulated about $4.27 billion in assets, per the most up-to-date date … jbss peanut butter https://prosper-local.com

UMBMX – Fund Analysis – Carillon Scout Mid Cap I Morningstar

http://scoutinv.com/individual_investors/mutual_funds/individual/f_1/sc_i_class/mid_cap_fund/overview.fs WebInvestment Policy. The Fund seeks long-term growth of capital by investing primarily in common stocks of mid-cap companies. The Fund will invest at least 80% of the net assets (plus the amount of ... WebApr 10, 2024 · 0.67%. Europe - ex Euro. 0.13%. Sector and region weightings are calculated using only long position holdings of the portfolio. The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. jbss warehouse

Carillon Scout Mid Cap Fund (CSMUX) - U.S. News & World Report

Category:CSMZX - Carillon Scout Mid Cap Fund Class Y Fidelity Investments

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Scout mid cap equity fund

Carillon Scout Mid Cap Fund Class R-6

WebMar 31, 2024 · Analyze the Fund Carillon Scout Mid Cap Fund Class A having Symbol CSMEX for type mutual-funds and perform research on other mutual funds. Learn more … WebOct 26, 2024 · Scout Mid Cap Fund made its debut in November of 2006, and since then, UMBMX has accumulated about $4.27 billion in assets, per the most up-to-date date available. The fund's current...

Scout mid cap equity fund

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Web16 rows · The Scout Mid Cap Equity Composite includes portfolios that invest in companies with market ... WebJan 19, 2024 · The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity …

WebMutual Funds. We sub-advise mutual funds for 401(k) and defined benefit plans. Discover the Carillon Family of Funds ... Total Strategy Assets as of 12/31/2024. $4.40B. … WebCarillon Scout Mid Cap Fund UMBMX Fund $19.35 $4.35 B 1.16% $0.22 0.95% UMBMX - Profile Distributions YTD Total Return -0.1% 3 Yr Annualized Total Return 10.8% 5 Yr Annualized Total Return 0.5% Capital Gain Distribution Frequency Annually Net Income Ratio 0.02% DIVIDENDS Dividend Yield 1.2% Dividend Distribution Frequency Annually Fund …

WebMar 31, 2024 · Analyze the Fund Carillon Scout Mid Cap Fund Class Y having Symbol CSMZX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. ... Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. The blend style is assigned to portfolios where … WebMar 31, 2024 · Carillon Scout Mid Cap C (CSMFX) Key Stats Net Fund Flows Versus Category View Net Fund Flows. Upgrade now. 1M 3M 6M YTD 1Y 3Y 5Y 10Y 80.00B 60.00B 40.00B 20.00B 0 -20.00B 1 Month % Rank: -- -- Category Low -- Category High 1 Year % Rank: 95 -316.70M -2.367B Category Low 4.842B Category High 3 Months % Rank: -- -- Category …

WebModels breakdown and pessimism takes over. Scout Capital provides a solution for resource constrained and spirit drained partnerships in need of a new leaf. Scout provides leadership, strategic and execution skills …

WebFund Details Investment Policy The Fund seeks long-term growth of capital by investing primarily in common stocks of mid-cap companies. The Fund will invest at least 80% of the net assets... luther taylor obituaryWebApr 12, 2024 · The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity … jbss3f cnpjWebThe fund normally maintains a portfolio of investments diversified across companies and economic sectors. The equity securities in which the fund invests include common … luther taylor bioWebApr 6, 2024 · Longleaf Partners Small-Cap Fund. -15.47. Pacific Select Mid-Cap Equity Portfolio Class I. -15.47. Pacific Select Mid-Cap Equity Portfolio Class P. -15.30. jbss incWebPortfolio Characteristicsas of 12/31/2024. (12 Month Tr.) Portfolio characteristics, sector allocation and top 10 equity holdings are based on the aggregate characteristics of all securities held in the representative portfolio. Data may not add up to totals due to rounding. Individual client accounts may differ from characteristics shown. luther teague obituaryWebApr 12, 2024 · Carillon Series Trust - Carillon Scout Mid Cap Fund is an open-end equity mutual fund launched and managed by Carillon Tower Advisers, Inc. The fund is co-managed by Scout Investments, Inc. jbss switchgearWebCarillon Scout Mid Cap Fund Class R-6 A Mutual Fund Fourth Quarter 2024 Fund Fact Sheet - Page 3 12b-1 Fee An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an operational expense and, as such, is included in a fund's expense ratio. It is generally between 0.25-1% (the maximum allowed) of a fund's net assets. jbss bainbridge ga