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 Mutual Funds List
1 to 25 of 56 Results
|
Name
|
Ticker
|
Morningstar Category
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Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
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Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Carillon Chartwell Small Cap Growth Fund Class A | CWSAX | Small Growth | 12.94% | 27 | 1.250% | Average | Front Load | $1,000 | ||
| Carillon ClariVest International Stock Fund Class A | EISAX | Foreign Large Value | 17.35% | 20 | 1.260% | Above Average | Front Load | $1,000 | ||
| Carillon ClariVest International Stock Fund Class I | EISIX | Foreign Large Value | 17.62% | 19 | 0.970% | High | Institutional | $10,000 | ||
| Carillon Chartwell Small Cap Growth Class I | CWSGX | Small Growth | 13.27% | 24 | 0.950% | Average | Institutional | $1,000 | ||
| Carillon ClariVest International Stock Fund Class R-6 | EISVX | Foreign Large Value | 17.75% | 18 | 0.870% | High | Retirement, Large | $0 | ||
| Carillon Chartwell Small Cap Growth Fund Class C | CWSBX | Small Growth | 12.26% | 31 | 2.000% | Average | Level Load | $1,000 | ||
| Carillon Chartwell Small Cap Growth Fund Class R-6 | CWSRX | Small Growth | 13.32% | 24 | 0.850% | Average | Retirement, Large | $1M | ||
| Carillon Reams Core Plus Bond Fund Class I | SCPZX | Intermediate Core-Plus Bond | — | −0.77% | 28 | 0.500% | Above Average | Institutional | $1,000 | |
| Carillon Reams Core Bond Fund Class I | SCCIX | Intermediate Core Bond | — | −0.91% | 36 | 0.450% | Average | Institutional | $10,000 | |
| Carillon ClariVest International Stock Fund Class C | EISDX | Foreign Large Value | 16.69% | 21 | 1.970% | Above Average | Level Load | $1,000 | ||
| Carillon Scout Mid Cap Fund Class I | UMBMX | Mid-Cap Blend | 9.63% | 76 | 0.950% | Above Average | Institutional | $10,000 | ||
| Carillon Chartwell Small Cap Fund Class A | CSSAX | Small Growth | 14.19% | 20 | 1.140% | Below Average | Front Load | $1,000 | ||
| Carillon Chartwell Small Cap Fund Class R-6 | CSSVX | Small Growth | 14.50% | 18 | 0.800% | Below Average | Retirement, Large | $0 | ||
| Carillon Chartwell Small Cap Fund Class C | CSSJX | Small Growth | 13.44% | 23 | 1.870% | Below Average | Level Load | $1,000 | ||
| Carillon Chartwell Small Cap Fund Class I | UMBHX | Small Growth | 14.44% | 19 | 0.890% | Below Average | Institutional | $10,000 | ||
| Carillon Eagle Small Cap Growth Fund Class C | HSCCX | Small Growth | 8.21% | 59 | 1.870% | Below Average | Level Load | $1,000 | ||
| Carillon Eagle Small Cap Growth Fund Class A | HRSCX | Small Growth | 8.69% | 56 | 1.180% | Below Average | Front Load | $1,000 | ||
| Carillon Scout Mid Cap Fund Class R-6 | CSMUX | Mid-Cap Blend | 9.73% | 75 | 0.850% | High | Retirement, Large | $0 | ||
| Carillon Eagle Small Cap Growth Fund Class R6 | HSRUX | Small Growth | 9.02% | 54 | 0.780% | Below Average | Retirement, Large | $0 | ||
| Carillon Reams Unconstrained Bond Fund Class I | SUBFX | Nontraditional Bond | — | −0.46% | 75 | 0.600% | Low | Institutional | $10,000 | |
| Carillon Eagle Small Cap Growth Fund Class I | HSIIX | Small Growth | 8.96% | 55 | 0.870% | Below Average | Institutional | $10,000 | ||
| Carillon Eagle Growth & Income Fund Class A | HRCVX | Large Value | 12.34% | 79 | 0.970% | Average | Front Load | $1,000 | ||
| Carillon Reams Core Bond Fund Class R-6 | CRCUX | Intermediate Core Bond | — | −0.84% | 22 | 0.350% | Below Average | Retirement, Large | $0 | |
| Carillon Eagle Growth & Income Fund Class R6 | HIGUX | Large Value | 12.66% | 78 | 0.640% | Above Average | Retirement, Large | $0 | ||
| Carillon Reams Unconstrained Bond Fund Class R-6 | SUBTX | Nontraditional Bond | — | −0.39% | 75 | 0.510% | Low | Retirement, Large | $0 |
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
United States