Carillon Eagle Small Cap Growth Fund (HRSCX) belongs to the Small 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 HRSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRSCX
HRSCX charges 1.06% annually. There are 79 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | HRSCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HRSCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HRSCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HRSCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HRSCX vs VISGX |
Best Risk-Adjusted Alternatives to HRSCX
HRSCX has a PortfoliosLab risk / return rank of 56. There are 51 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | HRSCX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | HRSCX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | HRSCX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | HRSCX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | HRSCX vs HRSMX |
Top Performing HRSCX Alternatives (YTD)
HRSCX is at 19.18% YTD. There are 57 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | HRSCX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | HRSCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | HRSCX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | HRSCX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | HRSCX vs OBMCX |
Lowest Volatility Alternatives to HRSCX
HRSCX has 20.94% 1-year volatility. There are 73 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | HRSCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | HRSCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | HRSCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | HRSCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | Jul 1999 | HRSCX vs NBGIX |
Lowest Drawdown Alternatives to HRSCX
HRSCX has a 1-year max drawdown of -12.15%. There are 48 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | HRSCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HRSCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HRSCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HRSCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HRSCX vs RFIMX |
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 | 37 | 7.93% | — | Dec 1985 | HRSCX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 67 | 2.51% | — | Sep 1987 | HRSCX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 49 | 13.50% | — | Oct 2006 | HRSCX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 82 | 18.06% | — | Feb 2013 | HRSCX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 7.22% | — | Aug 1998 | HRSCX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 40 | 0.74% | — | Sep 2011 | HRSCX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | HRSCX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.33% | — | Nov 1996 | HRSCX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 56 | 9.52% | — | Dec 1986 | HRSCX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 78 | 27.16% | — | Jun 2017 | HRSCX vs CWSGX |
Often Compared With HRSCX
Investors most often compare HRSCX with VB, CWSIX, BERCX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HRSCX with Any Fund or Stock
Compare HRSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRSCX with funds that move differently
Carillon Eagle Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRSCX.
Explore HRSCX Diversifiers