CSMEX Mutual Fund
CSMEX Mutual Fund
Carillon Scout Mid Cap Fund Class A

CSMEX Mutual Fund Overview
CSMEX Mutual Fund (Carillon Scout Mid Cap Fund Class A) is managed by Carillon Family of Funds with $40.8M in net assets. CSMEX expense ratio is 1.25%, holding 125 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-11-20.
CSMEX performance shows a YTD return of 15.33%. The 1-year return is 26.11% and the 5-year return is 9.52%. CSMEX dividend yield stands at 8.53%, paid annually.
CSMEX top holdings include Viper Energy Inc Cl A (2.1%), Cenovus Energy, Inc. (1.9%), Ftai Aviation Ltd (1.9%), Wec Energy Group Inc. (1.8%), Ati Inc (1.8%). View all CSMEX holdings, sector breakdown, or dividend history.
CSMEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.