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Carillon Reams Core Plus Bond R-6 SCPWX

Analyst rating as of
NAV / 1-Day Return
36.70  /  0.05 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Average
Longest Manager Tenure
23.83 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
2.10%
Effective Duration
4.90 years
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Morningstar’s Analysis

Will SCPWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An Upcoming Manager Retirement Does Not Change Our Rating on Carillon Reams Core Plus

Analyst Note

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On April 6, 2020, Reams Asset Management, an affiliate of Carillon Tower Advisers, announced that Thomas Fink is set to retire from the firm effective April 30, 2020. Fink, who joined Reams Asset Management in 2000 and became a comanager of Carillon Reams Core Plus that same year, is part of the firm’s investment committee alongside Mark Egan, this strategy’s lead manager since its 1996 inception, and Robert Crider, a founding partner of the firm.

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