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Carillon Scout Mid Cap Fund Class I (UMBMX)

US Funds

从投资组合添加/删除添加至投资组合

24.40 +0.28 +1.16%

24/05 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Carillon Family of Funds

资产类别: 股票

晨星评级:
总资产: 2.79B

UMBMX概述

本页面提供Carillon Scout Mid Cap Fund Class I的详细介绍，帮助您了解UMBMX的高管、总资产、投资策略和联系方式等信息。

种类

Mid-Cap Blend

总资产

2.79B

费用

0.98%

开始日期

39021

联络信息

地址 P.O. Box 23572
St. Petersburg,FL 33742
United States

电话 1.800.421.4184

网址 www.carillontower.com

高管

名称	标题	任期	至
Jason J. Votruba	Portfolio Manager	2013	now
背景介紹	Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 21 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
John A. Indellicate	Co-Portfolio Manager	2011	now
背景介紹	Mr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product’s inception in 2006. Mr. Indellicate has 15 years of financial industry experience. He earned his bachelor’s degree in Economics from Harvard University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Derek M. Smashey	Portfolio Manager	2006	now
背景介紹	Mr. Smashey is Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. Prior to joining the firm in 2006, he was a director at Nations Media Partners, an investment banking firm specializing in media and communications. Mr. Smashey has 15 years of financial industry experience. He earned his MBA from the University of Kansas and his Bachelor of Science degree in Finance from Northwest Missouri State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
G. Patrick Dunkerley	Portfolio Manager	2006	2024
背景介紹	Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 25 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain.

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