Carillon Eagle Mid Cap Growth Fund (HAGAX) Alternatives
Carillon Eagle Mid Cap Growth Fund (HAGAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HAGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HAGAX
HAGAX charges 1.03% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among HAGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | HAGAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | HAGAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | HAGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | HAGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HAGAX vs VMGMX |
Best Risk-Adjusted Alternatives to HAGAX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | HAGAX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | HAGAX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | HAGAX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | HAGAX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | HAGAX vs BFGIX |
Top Performing HAGAX Alternatives (YTD)
HAGAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | HAGAX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | HAGAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | HAGAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | HAGAX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | HAGAX vs NEEGX |
Lowest Volatility Alternatives to HAGAX
HAGAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | HAGAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | HAGAX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | HAGAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | HAGAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | HAGAX vs VSNGX |
Lowest Drawdown Alternatives to HAGAX
HAGAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | HAGAX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | HAGAX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | HAGAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | HAGAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | HAGAX vs VLEQX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | HAGAX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | HAGAX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | HAGAX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | HAGAX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | HAGAX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | HAGAX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | HAGAX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | HAGAX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | HAGAX vs SUBFX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.22% | May 7, 1993 | HAGAX vs HRSCX |
Often Compared With HAGAX
What investors most often compare with HAGAX, based on PortfoliosLab usage data.
Compare HAGAX with Any Fund or Stock
Compare HAGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.