Carillon Eagle Mid Cap Growth Fund Class R6 (HRAUX) 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 HRAUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRAUX
HRAUX charges 0.66% annually. There are 29 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 | HRAUX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | HRAUX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | HRAUX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | HRAUX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | HRAUX vs VMFGX |
Best Risk-Adjusted Alternatives to HRAUX
HRAUX 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 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | HRAUX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | HRAUX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | HRAUX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | HRAUX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | HRAUX vs NEEIX |
Top Performing HRAUX Alternatives (YTD)
HRAUX is at 7.69% YTD. There are 79 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | HRAUX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | HRAUX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | HRAUX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | HRAUX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | HRAUX vs WWNPX |
Lowest Volatility Alternatives to HRAUX
HRAUX 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 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | HRAUX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | HRAUX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | HRAUX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | HRAUX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | HRAUX vs SGFFX |
Lowest Drawdown Alternatives to HRAUX
HRAUX has a 1-year max drawdown of -12.39%. There are 53 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 | HRAUX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | HRAUX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | HRAUX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | HRAUX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | HRAUX vs TAAGX |
Often Compared With HRAUX
Investors most often compare HRAUX with AMDVX, VIIIX, FXAIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HRAUX with Any Fund or Stock
Compare HRAUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRAUX with funds that move differently
Carillon Eagle Mid Cap Growth Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRAUX.
Explore HRAUX Diversifiers