CSMEX – Carillon Scout Mid Cap A Investment Strategy | Morningstar

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Strategy

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 securities. The fund's portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than $1 billion and equal to or less than the largest company in the Russell Midcap® Index during the most recent 12-month period. It maintains a portfolio of investments diversified across companies and economic sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
UMBMX	Carillon Scout Mid Cap Fund Class I	Institutional	Open			Oct 31, 2006	$3.39B	0.950%	Above Average	$10,000	$432.37M
CSMEX	Carillon Scout Mid Cap Fund Class A	Front Load	Open			Nov 20, 2017	$38.82M	1.250%	High	$1,000	$1.81M
CSMFX	Carillon Scout Mid Cap Fund Class C	Level Load	Open			Nov 20, 2017	$16.16M	1.990%	Above Average	$1,000	−$3.85M
CSMUX	Carillon Scout Mid Cap Fund Class R-6	Retirement, Large	Open			Nov 20, 2017	$600.35M	0.850%	High	$0	$97.34M

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