Award-Winning
Asset Management
That Puts Clients First
Carillon Family of Funds are recognized for excellence in the asset management industry. From fund performance to innovative investment education, we focus on financial professionals and their clients.
Refinitiv Lipper Fund Awards, ©2023 Refinitiv. All rights reserved. Used under
license.
Disclaimer: The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months, as of 11/30/22. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Small fund family groups are eligible for the award if they have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period.
best mutual funds awards
The IBD award recognizes funds that outperform the Bloomberg U.S. Aggregate Bond Index on a total return basis over the last one-, three-, five-, and 10-year periods as of December 31, 2022. The list recognizes 350 funds out of a total of 777 U.S. taxable bond funds that are at least 10 years old. The Bloomberg U.S. Aggregate Bond Index is composed of the total U.S. investment-grade bond market, including Treasuries, agencies, commercial mortgage-backed securities, asset-backed securities, and investment-grade corporates.
Risk Considerations
For the Carillon Reams Core Bond Fund, Carillon Reams Core Plus Bond Fund and the Carillon Reams Unconstrained Bond Fund:
The return of principal in a fixed income fund is not guaranteed. Fixed income funds have the same interest rate, inflation, issuer, maturity and credit risks that are associated with underlying fixed income securities owned by the fund. Mortgage- and Asset-Backed Securities are subject to prepayment risk and the risk of default on the underlying mortgages or other assets.
The use of leverage and derivatives could accelerate losses to the fund. These losses could exceed the amount originally invested. Derivatives such as options, futures contracts, currency forwards or swap agreements may involve greater risks than if the Funds invested in the referenced obligation directly. Derivatives are subject to risks such as market risk, liquidity risk, interest rate risk, credit risk, and management risk. Derivative investments could lose more than the principal amount invested. The Funds may use derivatives for hedging purposes or as part of its investment strategy. The use of leverage and derivatives investments could accelerate losses to the fund.
High-yield securities involve greater risk than investment grade securities and tend to be more sensitive to economic conditions and credit risk. Investments in emerging markets involve even greater risks.
Foreign investments present additional risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors.
The Funds may, at times, experience higher-than-average portfolio turnover, which may generate significant taxable gains and increased trading expenses, which, in turn, may lower the Fund’s return.
For the Carillon Reams Unconstrained Bond Fund: The Fund employs an unconstrained investment approach which creates considerable exposure to certain types of securities that present significant volatility in the Fund’s performance, particularly over short periods of time. The use of short sales could also accelerate losses to the fund. These losses could exceed the amount originally invested. Short-sale risk includes the potential loss of more money than the actual cost of the investment, and the risk that the third party to the short sale may fail to honor its contract terms, causing a loss to the fund.
Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 or your financial professional for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.
Disclosures
Carillon Tower Advisers is the investment adviser for the Carillon Family of Funds and Scout Investments is the sub-adviser to the Carillon Reams Core Bond Fund, Carillon Reams Core Plus Bond Fund, and Carillon Reams Unconstrained Bond Fund. Reams Asset Management is a division of Scout Investments. Scout Investments is a wholly owned subsidiary of Carillon Tower Advisers. Carillon Fund Distributors is a wholly owned subsidiary of Eagle Asset Management (a sub-adviser to certain of the Carillon Family of Funds) and Eagle Asset Management is a wholly owned subsidiary of Carillon Tower Advisers. All entities named are affiliates.
Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories.
Carillon Fund Distributors, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716
Copyright © 2023. Carillon Tower Advisers, Inc. All Rights Reserved.
NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
CFD23-0400 Exp. 3/31/2024
