Fund returns as of the current month end,* (unless otherwise noted)

Details Sales
Charge
YTD*
as of
1
Year
3
Year
5
Year
10
Year
Since
Inception
Inception
Date
Expense
Ratio
Share Class: A
Symbol: CSMEX
CUSIP: 14214M807
Excluded Gross Expense Ratio
1.26%
Net Expense Ratio
(after waivers)
1.25%
Included
Share Class: C**
Symbol: CSMFX
CUSIP: 14214M880
Excluded 2.00%
Included
Share Class: I1
Symbol: UMBMX
CUSIP: 14214M872
N/A Gross Expense Ratio
0.99%
Net Expense Ratio
(after waivers)
0.95%
Share Class: R62
Symbol: CSMUX
CUSIP: 14214M849
N/A Gross Expense Ratio
0.88%
Net Expense Ratio
(after waivers)
0.85%

*Year-to-date returns are usually updated by 6:30pm, Eastern Time, the current business day.

**The Carillon Family of Funds will convert class C share accounts that are more than 8 years old to class A shares on the third of each month. Shareholders may continue to purchase shares in either class, but will be required to pay a sales charge on new purchases of Class A shares.

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance at offer reflects a front-end sales charge of 4.75 percent for Class A shares; a contingent deferred sales charge of 1 percent for Class C share redemptions made earlier than one year after purchase. The fund’s investment adviser, Carillon Tower Advisers, Inc. has contractually agreed to waive or reimburse certain fees and expenses through April 30, 2026 as follows: Class A — 1.25%, Class I — 0.95% and Class R-6 — 0.85%. This expense limitation excludes interest, taxes, brokerage commissions, costs relating to investments in other investment companies (acquired fund fees and expenses), dividend and interest expenses on short sales, expenses incurred in connection with any merger or reorganization, and extraordinary expenses. The contractual fee waivers can be changed only with the approval of a majority of the fund’s Board of Trustees. Any reimbursement of fund expenses or reduction in Carillon’s investment advisory fees is subject to recoupment by the fund within the following two fiscal years, if overall expenses fall below the lesser of its then-current expense cap or the expense cap in effect at the time of the fee recoupment.

Risk considerations: Mid-cap and small-cap stocks may temporarily fall out of favor or perform poorly relative to other types of investments. While stocks of mid-cap companies may be slightly less volatile than those of small-cap companies, they still involve substantial risk.

Real Estate Investment Trusts (REITS) may be affected by economic conditions including credit risk, interest rate risk and other factors that affect property values, rents or occupancies of real estate.

Foreign investments present additional risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. Investments in emerging markets involve even greater risks.

Groups of stocks, such as value and growth, go in and out of favor, which may cause certain funds to underperform other equity funds.

The Fund 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.

Investments in the securities of other investment companies, including money market funds and exchange-traded funds (“ETFs”) (which may, in turn invest in equities, bonds, and other financial vehicles), may involve duplication of advisory fees and certain other expenses.

Please call 1.800.421.4184 for more information.

(1) Class I shares are available for qualified institutions and individual investors purchasing shares for their own account with a minimum initial investment of $1,000. A fund may waive this minimum amount at its discretion. Qualified institutions include corporations, banks, insurance companies, endowments, foundations and trusts.

(2) Class R-6 shares are available only to accounts that have $1,000,000 or more in assets invested in R-6 shares and are funds-of-funds accounts, retirement plans for which no third-party administrator receives compensation from the Funds, financial institutions investing for its own account, clients of investment advisory fee-based wrap programs, IRAs and Education Savings Accounts, high-net-worth individual and corporations who invest directly with the Trust, and current holders of the Class R-6 shares of any Fund.