Scout mid cap equity fund
Web16 rows · The Scout Mid Cap Equity Composite includes portfolios that invest in companies with market ... WebJan 31, 2024 · Summary. Feb 27, 2024. A sound investment process and strong management team underpin Carillon Scout Mid Cap I's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with ...
Scout mid cap equity fund
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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 … WebMr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product’s inception in 2006. Mr. Indellicate has 15 years of financial industry experience.
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. … 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...
WebApr 26, 2024 · Scout Mid Cap Fund debuted in November of 2006. Since then, UMBMX has accumulated assets of about $4.28 billion, according to the most recently available information. The fund's current manager is ... 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 24, 2024 · The Scout Mid Cap Fund is managed by a team of five investment professionals led by veteran Patrick Dunkerley, Lead Portfolio Manager. The remaining members of the team are Co-Portfolio...
WebOct 7, 2024 · Mid-cap and small-cap stocks poorly […] Carillon Tower Advisers, an investment management company, released its “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter. A copy of ... christian center in anderson inWebOct 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... george stanley stationeryWebOct 31, 2006. 15.59. 15.6%. Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid ... george stanford brown daughters