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 2025 Q4 investor letter, Carillon Eagle Mid-Cap Growth Fund highlighted stocks like Roblox Corporation (NYSE: RBLX ). Roblox Corporation (NYSE:RBLX) is an online gaming and virtual experience platform powered by AI-driven innovation and infrastructure advantages. On March 3, 2026, Roblox Corporation (NYSE:RBLX) stock closed at $66.97 per share. The one-month return of Roblox Corporation (NYSE:RBLX) was 6.18%, and its shares have grown 5.78% over the past 52 weeks. Roblox Corporation (NYSE:RBLX) has a market capitalization of $47.462 billion.
Carillon Eagle Mid-Cap Growth Fund stated the following about Roblox Corporation (NYSE:RBLX) in its 4th quarter 2025 investor letter:
“Roblox Corporation (NYSE:RBLX) is an online game platform, primarily for children and teenagers, with a large global base of daily users. Shares retreated as investors worried that growth would slow after a remarkably strong 2025. We believe that management has done a good job of diversifying from a few “hits” to a whole range of “experiences” that will not only broaden the user base but also reduce the crushing nature of online gaming. We like the combination of a strong platform, strong margins and free cash flow generation.”
