Carillon Eagle Growth and Income Fund

  • Overview

    Overview

    Eagle Asset Management, Inc. is the sub-adviser to the Carillon Eagle Growth & Income Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    The Carillon Eagle Growth & Income Fund offers clients the opportunity to seek steady income and also participate in the market's long-term growth potential. The fund is diversified among common stocks, convertible bonds, convertible preferred stocks and real estate investment trusts (REITs).

    Investment Process

    The Carillon Eagle Growth & Income team identifies investment opportunities based on the following criteria:

    Income

    • Yield or dividend growth at or above the S&P 500 Index
    • Demonstrated commitment to paying and increasing dividends

    Growth

    • Dominance in expanding industry
    • Growth rate greater than inflation

    Stability

    • Free cash flow and shareholder-oriented management
    • Stock price below estimated intrinsic value

    Sell discipline

    • Price appreciation near or above sustainable level
    • Deterioration of company fundamentals, indicative of dividend cut
    • Occupation of too large a portion of total portfolio
    • Development of more attractive investment opportunity

    A Word about Risk

    International investing presents specific risks, such as currency fluctuations, differences in financial accounting standards as well as potential political and economic instability. Because the fund normally will hold a focused portfolio of stocks of fewer companies than many other diversified funds, the increase or decrease of the value of a single stock may have a greater impact on the fund’s net asset value and total return. As with all equity investing, there is the risk that an unexpected change in the market or within the company itself may have an adverse effect on its stock. The biggest risk of equity investing is that returns can fluctuate and investors can lose money.

    There are risks associated with dividend investing, including that dividend-issuing companies may choose not to pay a dividend, may not have the ability to pay, or the dividend may be less than what is anticipated. Dividend-issuing companies are subject to interest rate risk and high dividends can sometimes signal that a company is in distress.

    Key Facts

  • Investment Team

    Growth and Income Fund Investment Team

    Ed Cowart

    Ed Cowart, CFA

    Portfolio co-Manager

    45 Years of Industry Experience

    18 Years With Company

    David Blount

    David Blount, CFA, CPA

    Portfolio co-Manager

    33 Years of Industry Experience

    24 Years With Company

    Harald Hvideberg

    Harald Hvideberg, CFA

    Portfolio co-Manager

    20 Years of Industry Experience

    3 Years With Company

    Brad Erwin

    Brad Erwin, CFA

    Senior Research Analyst

    22 Years of Industry Experience

    2 Years with Company

    Enrique Acedo

    Enrique Acedo

    Research Analyst

    7 Years of Industry Experience

    6 Years With Company

    Michael Rich

    Michael Rich, CFA

    Research Analyst

    12 Years of Industry Experience

    1 Year With Company

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Literature

    Documents available for download


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Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Contact Carillon Fund Services at 1.800.421.4184 or your financial advisor for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.

Not FDIC insured. No bank guarantee. May lose value.

Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This web site 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