Carillon Tower Advisors, an investment management firm, has issued a fourth quarter 2025 investor letter for the “Carillon Eagle Mid-Cap Growth Fund”. A copy of the letter can be downloaded here. The fourth quarter of 2025 saw mixed results for midcap stocks. Among the style indices, the Russell MedCap® Growth Index declined 3.70%, while the Russell MedCap® Value Index rose 1.41%. In the growth index, materials achieved the highest absolute return at 17.51%. However, due to their small weighting in the index, their contribution to the overall return was limited. The healthcare (up 1.13%) and real estate (up 0.24%) sectors were the only other positive contributing sectors. Mid-cap stocks produced positive earnings in 2025 but their 2024 annual returns. The Russell MidCap Growth Index rose 8.66%, after the Russell MidCap Value Index returned 11.04%. In the growth index, utilities recorded the highest absolute return among all sectors, up 29.40%. The company predicts a good year for equity markets. The letter highlights potential opportunities in the cyclicals, healthcare, IT, financial, and consumer spending sectors through 2026. Please review the fund’s top five holdings for 2025 to gain insight into their key picks.
In a letter to investors in the fourth quarter of 2025, Carillon Eagle’s mid-cap growth fund MongoDB, Inc. (NASDAQ: MDB ) highlighted as a leading contributor. MongoDB, Inc. (NASDAQ: MDB ) is a software company that provides a general-purpose database platform. On March 3, 2026, MongoDB, Inc. (NASDAQ: MDB ) stock closed at $252.73 per share. MongoDB, Inc. (NASDAQ: MDB)’s one-month return was -25.14%, and its shares lost 4.32% over the past 52 weeks. MongoDB, Inc. (NASDAQ: MDB ) has a market capitalization of $20.57 billion.
Carillon Eagle Mid-Cap Growth Fund MongoDB, Inc. (NASDAQ: MDB ) said the following in its fourth quarter 2025 investor letter:
“MongoDB, Inc. (NASDAQ: MDB ), the database software provider, responded positively to strong earnings results, accelerating sales of its flagship Atlas Cloud database product as well as strengthening the sales force for customers using the in-house version of the product. Investor sentiment also improved following the appointment of a new CEO and optimistic prospects for the growing relevance of software in the AI world.
MongoDB, Inc. (NASDAQ: MDB ) is not on our list of the 40 most popular stocks among hedge funds. According to our database, 99 hedge fund portfolios held MongoDB, Inc. at the end of the fourth quarter. (NASDAQ: MDB ) was in charge, up from 89 in the previous quarter. While we at MongoDB, Inc. (NASDAQ: MDB) as an investment, we believe some AI stocks offer higher potential and lower risk. If you’re looking for the most undervalued AI stocks that stand to benefit significantly from Trump-era tariffs and the offshore trend, check out our free report Best short-term AI stocks.
