The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HSIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of HSIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Doesn’t stand out.
David Carey
Analyst
Summary
Carillon Eagle Small Cap Growth’s adequately staffed team and run-of-the-mill approach lack an edge in the small-growth Morningstar Category.