Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Carillon Family of Funds Mutual Funds
View all of Carillon Family of Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Carillon Family of Funds Funds List
Share Class Type
1 to 25 of 89 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Carillon Chartwell Small Cap Growth A | CWSAX | Small Growth | — | — | 1.350% | Above Average | Front Load | $1,000 | ||
| Carillon Chartwell Small Cap Growth Fund | CWSGX | Small Growth | 17.62% | 3 | 1.050% | Average | No Load | $1,000 | ||
| Carillon Chartwell Small Cap Growth R-6 | CWSRX | Small Growth | — | — | 0.950% | Above Average | Retirement, Large | $1.0 Mil | ||
| Carillon ClariVest Intl Stock A | EISAX | Foreign Large Value | 11.11% | 2 | 1.260% | Above Average | Front Load | $1,000 | ||
| Carillon ClariVest Intl Stock I | EISIX | Foreign Large Value | 11.70% | 1 | 0.960% | High | Institutional | $10,000 | ||
| Carillon ClariVest Intl Stock R5 | EISSX | Foreign Large Value | 6.79% | 3 | 0.960% | High | Retirement, Large | — | ||
| Carillon ClariVest Intl Stock R6 | EISVX | Foreign Large Value | 11.25% | 1 | 0.860% | Above Average | Retirement, Large | — | ||
| Carillon Chartwell Small Cap Growth C | CWSBX | Small Growth | — | — | 2.100% | Above Average | Level Load | $1,000 | ||
| Carillon ClariVest Capital Apprec A | HRCPX | Large Growth | 13.23% | 23 | 1.000% | Average | Front Load | $1,000 | ||
| Carillon ClariVest Capital Apprec I | HRCIX | Large Growth | 13.33% | 22 | 0.700% | Average | Institutional | $10,000 | ||
| Carillon ClariVest Capital Apprec R3 | HRCLX | Large Growth | 12.40% | 23 | 1.250% | Above Average | Retirement, Medium | — | ||
| Carillon ClariVest Capital Apprec R5 | HRCMX | Large Growth | 12.50% | 23 | 0.700% | Above Average | Retirement, Large | — | ||
| Carillon ClariVest Capital Apprec R6 | HRCUX | Large Growth | 12.90% | 21 | 0.600% | Average | Retirement, Large | — | ||
| Carillon ClariVest Capital Apprec Y | HRCYX | Large Growth | 12.44% | 23 | 1.000% | High | Institutional | $1,000 | ||
| Carillon ClariVest Intl Stock C | EISDX | Foreign Large Value | 11.29% | 2 | 2.010% | Above Average | Level Load | $1,000 | ||
| Carillon ClariVest Intl Stock R3 | EISRX | Foreign Large Value | 6.70% | 3 | 1.510% | High | Retirement, Medium | — | ||
| Carillon ClariVest Intl Stock Y | EISYX | Foreign Large Value | 6.75% | 3 | 1.250% | High | Institutional | $1,000 | ||
| Carillon Eagle Growth & Income A | HRCVX | Large Value | 4.83% | 79 | 0.980% | Below Average | Front Load | $1,000 | ||
| Carillon Eagle Growth & Income I | HIGJX | Large Value | 5.85% | 78 | 0.720% | Average | Institutional | $10,000 | ||
| Carillon Eagle Growth & Income R5 | HIGSX | Large Value | 3.91% | 75 | 0.710% | Above Average | Retirement, Large | — | ||
| Carillon Eagle Growth & Income R6 | HIGUX | Large Value | 5.88% | 78 | 0.640% | Average | Retirement, Large | — | ||
| Carillon Eagle Mid Cap Growth I | HAGIX | Mid-Cap Growth | 5.64% | 49 | 0.730% | Below Average | Institutional | $10,000 | ||
| Carillon Eagle Mid Cap Growth R6 | HRAUX | Mid-Cap Growth | 4.59% | 49 | 0.640% | Low | Retirement, Large | — | ||
| Carillon Reams Core Bond I | SCCIX | Intermediate Core Bond | −1.64% | 63 | 0.450% | Below Average | Institutional | $10,000 | ||
| Carillon Reams Core Bond R-5 | CRCSX | Intermediate Core Bond | −1.03% | 100 | 0.500% | High | Retirement, Large | — |
Carillon Family of Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank