SCPDX – Carillon Reams Core Plus Bond A Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of total return consistent with the preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include other fixed income instruments such as debt securities, to-be-announced securities, collateralized loan obligations (“CLOs”) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SCPZX	Carillon Reams Core Plus Bond Fund Class I	Institutional	Open			Nov 25, 1996	$1.58B	0.500%	Above Average	$1,000	$78.22M
SCPDX	Carillon Reams Core Plus Bond Fund Class A	Front Load	Open			Nov 20, 2017	$15.03M	0.800%	Above Average	$1,000	−$3.00M
SCPEX	Carillon Reams Core Plus Bond Fund Class C	Level Load	Open			Nov 20, 2017	$2.27M	1.550%	Above Average	$1,000	−$1.26M
SCPWX	Carillon Reams Core Plus Bond Fund Class R-6	Retirement, Large	Open			Nov 20, 2017	$502.45M	0.400%	Average	$1M	$140.40M

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