Carillon Eagle Highlights MongoDB Amid Midcap Weakness
Carillon Tower Advisers released its Q4 2025 letter for the Carillon Eagle Mid Cap Growth Fund on March 4, 2026, reporting mixed midcap performance: Russell Midcap Growth fell 3.70% in Q4 while Value rose 1.41%, and full-year returns were +8.66% (Growth) versus +11.04% (Value). The letter highlighted MongoDB as a top contributor, citing accelerating Atlas cloud sales and a new CEO, and flagged opportunities in cyclicals, healthcare, IT, financials and consumer spending into 2026.
Key Points
- 1Reports mixed Q4 2025 midcap returns: Russell Growth -3.70% vs Value +1.41%.
- 2Highlights MongoDB's Atlas cloud acceleration and new CEO improving investor sentiment.
- 3Suggests sector tilts into cyclicals, healthcare, IT, financials for 2026 opportunities.
Scoring Rationale
Moderate novelty and actionable sector guidance, limited depth and promotional framing reduce overall impact for investors.
Sources
Public references used for this report.
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