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Carillon Scout Mid Cap Fund Class I(UMBMX)

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27.23 +0.21    +0.78%
24/12 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  Carillon Family of Funds
資產類別:  股票
  • 晨星評級:
  • 總資產: 2.7B
Scout Mid Cap 27.23 +0.21 +0.78%

UMBMX綜觀

 
你可在本頁找到深入的Carillon Scout Mid Cap Fund Class I公司檔案,包括UMBMX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Mid-Cap Blend

總資產

2.7B

費用

0.96%

基金成立

39021

聯絡資訊

地址 P.O. Box 23572
St. Petersburg,FL 33742
United States
電話 1.800.421.4184

主要管理層

名稱 主旨 成立於 直至
Jason J. Votruba Portfolio Manager 2013 now
自傳 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
自傳 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
自傳 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
自傳 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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