CSMFX

Active

Carillon Scout Mid Cap Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.00%
Annual Cost per $10K
$200.00
30-Year Fee Drag per $10K
$32,903
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+15.48%

Asset Allocation

US Equity
92%
Intl Equity
7%
Cash
1%

Fee Comparison

CSMFX
2.00%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

89% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+27.86%3Y
Compare to

Fee Impact Calculator

$
%
CSMFX at 2.00%$216,097
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$164,516
Cost vs index fund−$161,327

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
CSMFXCarillon Scout Mid Cap Fund2.00%
RICAXInvestment Co of America1.36%
QCGRFXCollege Retirement Equities Fund - Growth Account
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
FBCCXFidelity Blue Chip Growth Fund0.97%
CDIRXColumbia Dividend Income Fund1.15%
BPTUXBaron Partners Fund1.99%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
MEGRXMFS Growth Fund1.08%
JDVFXDisciplined Value Fund1.71%
FNICXFidelity Advisor New Insights Fund1.65%
OIEFXJPMorgan Equity Income Fund0.95%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
FRGSXFranklin Growth Fund1.54%
CSECXCalvert Equity Fund1.65%
FRDRXFranklin Rising Dividends Fund1.08%
FOCKXFidelity OTC Portfolio1.05%
FDNRXFranklin Dynatech Fund1.07%
JMUEXJPMorgan U.S. Equity Fund0.94%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
APGCXAB LARGE CAP GROWTH FUND INC1.57%
HCAIXHarbor Capital Appreciation Fund1.02%
RRFDXT. Rowe Price Equity Income Fund1.25%
PMAQXMidCap Fund1.46%
AULRXUltra Fund1.39%
AGWRXGrowth Fund1.39%
ECASXEaton Vance Atlanta Capital SMID-Cap Fund1.87%
MFRBXMFS Research Fund1.52%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
MCBVXMFS Mid Cap Value Fund1.74%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
HDGSXTHE HARTFORD DIVIDEND AND GROWTH FUND1.04%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
HGICXHARTFORD CORE EQUITY FUND1.45%
GTECXGateway Fund1.70%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
KTCCXDWS Science and Technology Fund1.75%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
JENIXThe Jensen Quality Growth Fund Inc1.26%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
PAALXPIMCO All Asset Fund2.11%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
SBLGXClearBridge Large Cap Growth Fund1.01%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
VLNPXVoya Small Cap Growth Fund2.01%
DCCRXMacquarie Small Cap Core Fund1.31%
JCLGXMultimanager Lifestyle Growth Portfolio2.08%
JCLBXMultimanager Lifestyle Balanced Portfolio2.02%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
JSECXJPMorgan Small Cap Equity Fund1.24%
LGLRXLord Abbett Growth Leaders Fund1.15%
PLFMXLargeCap S&P 500 Index Fund1.29%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
FAEGXFidelity Advisor Equity Growth Fund1.17%
FSIUXInvesco Dividend Income Fund1.69%
POLRXPolen Growth Fund1.22%
OASGXOptimum Small-Mid Cap Growth Fund2.19%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
NLSAXNeuberger Berman Long Short Fund1.68%
ESPAXAllspring Special Small Cap Value Fund1.17%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
FKARXFranklin Growth Opportunities Fund1.19%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
OAKMOakmark U.S. Large Cap ETF
JGAQXJPMorgan Value Advantage Fund0.99%
FFECXNuveen Dividend Value Fund1.70%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
LMPIXClearBridge Appreciation Fund1.00%
VVIPXVoya VACS Index Series S Portfolio
LCBVXClearBridge Large Cap Value Fund1.40%
CIRRXCohen & Steers Real Estate Securities Fund1.25%
MSHLXGROWTH PORTFOLIO1.37%
PCUFXPGIM Jennison Utility Fund1.61%
CSMEXCarillon Scout Mid Cap Fund1.25%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
NDVAXMFS New Discovery Value Fund1.46%
IMORXVOYA MIDCAP OPPORTUNITIES FUND1.94%
FRURXFranklin Utilities Fund1.06%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
SASMXClearBridge Small Cap Growth Fund1.19%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
TADCXTransamerica US Growth1.81%
CSJCXCohen & Steers Realty Shares1.80%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ABCSXAB Discovery Value Fund1.84%
LMPFXClearBridge Growth Fund1.13%
MEFAXMassMutual Mid Cap Growth Fund1.11%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
LIACXColumbia Acorn Fund1.82%
SVFLXSmead Value Fund1.05%
GCTCXGoldman Sachs U.S. Tax-Managed Equity Fund1.76%
ASMMXInvesco Summit Fund1.23%
ASERXSelect Fund1.40%

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