Morningstar

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
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Carillon ClariVest International Stock Fund Class AEISAXForeign Large Value
21.49%61.260%Above AverageFront Load$1,000
Carillon Chartwell Small Cap Growth Fund Class ACWSAXSmall Growth
18.26%141.250%AverageFront Load$1,000
Carillon ClariVest International Stock Fund Class IEISIXForeign Large Value
21.78%60.970%HighInstitutional$10,000
Carillon ClariVest International Stock Fund Class R-6EISVXForeign Large Value
21.89%60.870%HighRetirement, Large$0
Carillon Chartwell Small Cap Growth Class ICWSGXSmall Growth
18.52%140.950%AverageInstitutional$1,000
Carillon Chartwell Small Cap Growth Fund Class R-6CWSRXSmall Growth
18.57%130.850%AverageRetirement, Large$1M
Carillon Chartwell Small Cap Growth Fund Class CCWSBXSmall Growth
17.57%162.000%AverageLevel Load$1,000
Carillon ClariVest International Stock Fund Class CEISDXForeign Large Value
20.88%71.970%Above AverageLevel Load$1,000
Carillon Reams Core Plus Bond Fund Class ISCPZXIntermediate Core-Plus Bond—−3.08%660.500%Above AverageInstitutional$1,000
Carillon Reams Core Bond Fund Class ISCCIXIntermediate Core Bond—−3.09%580.450%AverageInstitutional$10,000
Carillon Scout Mid Cap Fund Class IUMBMXMid-Cap Blend
9.05%680.950%Above AverageInstitutional$10,000
Carillon Chartwell Small Cap Fund Class ACSSAXSmall Growth
19.58%121.140%Below AverageFront Load$1,000
Carillon Chartwell Small Cap Fund Class R-6CSSVXSmall Growth
19.91%120.800%Below AverageRetirement, Large$0
Carillon Chartwell Small Cap Fund Class CCSSJXSmall Growth
18.87%131.870%Below AverageLevel Load$1,000
Carillon Chartwell Small Cap Fund Class IUMBHXSmall Growth
19.85%120.890%Below AverageInstitutional$10,000
Carillon Eagle Small Cap Growth Fund Class AHRSCXSmall Growth
11.97%541.180%Below AverageFront Load$1,000
Carillon Scout Mid Cap Fund Class R-6CSMUXMid-Cap Blend
9.15%670.850%HighRetirement, Large$0
Carillon Eagle Small Cap Growth Fund Class R6HSRUXSmall Growth
12.28%500.780%Below AverageRetirement, Large$0
Carillon Eagle Small Cap Growth Fund Class CHSCCXSmall Growth
11.57%561.870%Below AverageLevel Load$1,000
Carillon Reams Unconstrained Bond Fund Class ISUBFXNontraditional Bond—−2.25%880.600%LowInstitutional$10,000
Carillon Eagle Small Cap Growth Fund Class IHSIIXSmall Growth
12.22%510.870%Below AverageInstitutional$10,000
Carillon Eagle Mid Cap Growth Fund Class CHAGCXMid-Cap Growth
5.15%641.750%Below AverageLevel Load$1,000
Carillon Eagle Mid Cap Growth Fund Class R6HRAUXMid-Cap Growth
6.03%560.660%Below AverageRetirement, Large$0
Carillon Reams Unconstrained Bond Fund Class ASUBDXNontraditional Bond—−2.40%880.900%LowFront Load$1,000
Carillon Reams Unconstrained Bond Fund Class R-6SUBTXNontraditional Bond—−2.17%870.510%LowRetirement, 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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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