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Carillon Reams Core Plus Bond I SCPZX

Analyst rating as of
NAV / 1-Day Return
34.49  /  0.32 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Below Average
Longest Manager Tenure
24.46 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
10,000
Status
Open
TTM Yield
1.90%
Effective Duration
6.20 years
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Morningstar’s Analysis

Will SCPZX outperform in future?

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

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

Analyst Note

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On March 1, 2021, Reams Asset Management, an affiliate of Carillon Tower Advisers, announced that Dimitri Silva will become a comanager of Carillon Reams Core Plus Bond effective March 5, 2021. Silva joins experienced comanagers Mark Egan, Todd Thompson, Clark Holland, Stephen Vincent, and Jason Hoyer on the strategy's roster. Silva joined Reams in March 2021 and will focus on global interest rates, currencies, and securitized assets. Prior to joining Reams, Silva spent 13 years at AB, where he was most recently a U.S. and global multisector portfolio manager.

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