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Carillon Scout Mid Cap Fund Class I (UMBMX)

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27.23 +0.21    +0.78%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.7B
Scout Mid Cap 27.23 +0.21 +0.78%

UMBMX Overview

 
On this page you'll find an in-depth profile of Carillon Scout Mid Cap Fund Class I. Learn about the key management, total assets, investment strategy and contact information of UMBMX among other information.
Category

Mid-Cap Blend

Total Assets

2.7B

Expenses

0.96%

Inception Date

39021

Contact Information

Address P.O. Box 23572
St. Petersburg,FL 33742
United States
Phone 1.800.421.4184

Top Executives

Name Title Since Until
Jason J. Votruba Portfolio Manager 2013 Now
Biography 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
Biography 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
Biography 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
Biography 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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