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 a closer substitute for your current allocation.
Cheapest Alternatives to HAGAX
HAGAX charges 1.03% annually. There are 101 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | HAGAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | HAGAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | HAGAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | HAGAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | HAGAX vs VMFGX |
Best Risk-Adjusted Alternatives to HAGAX
HAGAX has a PortfoliosLab risk / return rank of 7. There are 98 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | HAGAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 83 | — | Oct 2000 | HAGAX vs TAAGX | |
| Needham Growth Fund Institutional Class | 83 | — | Dec 2016 | HAGAX vs NEEIX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | HAGAX vs POAGX | |
| Needham Growth Fund | 82 | — | Jan 1996 | HAGAX vs NEEGX |
Top Performing HAGAX Alternatives (YTD)
HAGAX is at 9.21% YTD. There are 73 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.79% | — | Dec 2016 | HAGAX vs NEEIX | |
| Needham Growth Fund | 48.48% | — | Jan 1996 | HAGAX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 32.85% | — | Oct 2000 | HAGAX vs TAAGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 31.94% | — | May 2007 | HAGAX vs LSHAX | |
| PrimeCap Odyssey Aggressive Growth Fund | 26.33% | — | Nov 2004 | HAGAX vs POAGX |
Lowest Volatility Alternatives to HAGAX
HAGAX has 17.75% 1-year volatility. There are 72 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.74%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.74% | — | May 2021 | HAGAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | HAGAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | HAGAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | HAGAX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | HAGAX vs VLIFX |
Lowest Drawdown Alternatives to HAGAX
HAGAX has a 1-year max drawdown of -12.53%. There are 56 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | HAGAX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | HAGAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | HAGAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | HAGAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | HAGAX vs SECUX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 35 | 7.53% | — | Dec 1985 | HAGAX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 67 | 2.51% | — | Sep 1987 | HAGAX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 50 | 14.20% | — | Oct 2006 | HAGAX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 85 | 20.52% | — | Feb 2013 | HAGAX vs EISIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 41 | 1.06% | — | Sep 2011 | HAGAX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | HAGAX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.77% | — | Nov 1996 | HAGAX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 60 | 10.05% | — | Dec 1986 | HAGAX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 81 | 31.17% | — | Jun 2017 | HAGAX vs CWSGX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 44 | 22.24% | — | Mar 2012 | HAGAX vs CWSIX |
Often Compared With HAGAX
Investors most often compare HAGAX with ALARX, WSMDX, BRMKX. These 20 comparison targets span 11 categories, 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.
Pair HAGAX with funds that move differently
Carillon Eagle Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HAGAX.
Explore HAGAX Diversifiers