CSMUX

Active

Carillon Scout Mid Cap Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.85%
Annual Cost per $10K
$85.00
30-Year Fee Drag per $10K
$16,199
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+16.88%

Asset Allocation

US Equity
92%
Intl Equity
7%
Cash
1%

Fee Comparison

CSMUX
0.85%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

20% cheaper than category average

Historical Returns

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

+32.33%3Y
Compare to

Fee Impact Calculator

$
%
CSMUX at 0.85%$299,619
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$80,993
Cost vs index fund−$77,805

Similar Funds (100)

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

TickerNameER
CSMUXCarillon Scout Mid Cap Fund0.85%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FCNKXFidelity Contrafund0.56%
FBCCXFidelity Blue Chip Growth Fund0.97%
OIEFXJPMorgan Equity Income Fund0.95%
JMUEXJPMorgan U.S. Equity Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
FGCKXFidelity Growth Company Fund0.45%
MFEKXMFS Growth Fund0.49%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
MEIAXMFS Value Fund0.79%
FMAEXFidelity Magellan Fund0.62%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
JVMAXDisciplined Value Mid Cap Fund0.74%
GETGXVictory Sycamore Established Value Fund0.89%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FOCKXFidelity OTC Portfolio1.05%
JHQAXJPMorgan Hedged Equity Fund0.82%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FLCNXFidelity Contrafund K60.45%
FRISXFranklin Rising Dividends Fund0.52%
HNACXHarbor Capital Appreciation Fund0.59%
PBCJXBlue Chip Fund0.92%
VAFAXInvesco American Franchise Fund0.93%
JGACXJPMorgan Growth Advantage Fund0.99%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
LSITXClearBridge Large Cap Growth Fund0.64%
PRBLXParnassus Core Equity Fund0.82%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
OAZMXOakmark Fund0.63%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
FDTRXFranklin Dynatech Fund0.45%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
PDGIXT. Rowe Price Dividend Growth Fund, Inc.0.50%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FGKFXFidelity Growth Company K6 Fund0.45%
PGORXPutnam Large Cap Growth Fund0.93%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
DAGVXBNY Mellon Dynamic Value Fund0.93%
PRFDXT. Rowe Price Equity Income Fund0.67%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
JGAQXJPMorgan Value Advantage Fund0.99%
FSCSXSelect Software and IT Services Portfolio0.62%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
ILGRXMacquarie Large Cap Growth Fund0.89%
FTCSFirst Trust Capital Strength ETF0.52%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
DLCZXDestinations Large Cap Equity Fund0.81%
JGAVXJPMorgan U.S. Value Fund0.94%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
LMESXClearBridge Appreciation Fund0.56%
LGLOXLord Abbett Growth Leaders Fund0.59%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
MPGFXMairs & Power Growth Fund0.62%
LMOIXClearBridge Small Cap Growth Fund0.78%
PLCGXLargeCap Growth Fund I0.94%
MRERXMFS Core Equity Fund0.88%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
XFBRXVIP Mid Cap Portfolio0.82%
BARUXBARON ASSET FUND1.04%
ACILXHeritage Fund0.65%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
BSCUXBARON SMALL CAP FUND1.05%
QLMADXFranklin Templeton Moderately Aggressive Model Portfolio0.85%
SVFIXSmead Value Fund0.90%
CEYRXCalvert Equity Fund0.58%
AQEAXColumbia Disciplined Core Fund0.94%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
FOPPXFranklin Growth Opportunities Fund0.58%
MFRFXMFS Research Fund0.77%
CHFTXInvesco Charter Fund0.68%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ADECXColumbia Intrinsic Value Fund0.72%
ESPAXAllspring Special Small Cap Value Fund1.17%
FTRNXFidelity Trend Fund0.59%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
PLVJXLargeCap Value Fund III0.94%
JLCNXFundamental Large Cap Core Fund0.65%
MEFAXMassMutual Mid Cap Growth Fund1.11%
FDSSXFidelity Stock Selector Fund0.49%
TILPXNuveen Large Cap Growth Fund0.56%
UGLSXU.S. Global Leaders Growth Fund0.77%
FUFRXFranklin Utilities Fund0.50%
CSGAXColumbia Seligman Global Technology Fund1.00%
LMPFXClearBridge Growth Fund1.13%
RESRXU.S. Strategic Equity Fund0.70%
JSECXJPMorgan Small Cap Equity Fund1.24%
PARMXParnassus Mid Cap Fund0.95%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
FMILXFidelity New Millennium Fund0.76%
AASRXAmerican Beacon Small Cap Value Fund0.77%
DREVXBNY Mellon Large Cap Securities Fund, Inc.0.70%

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