The Carillon Family of Funds will merge the Carillon Eagle Smaller Company Fund into the Carillon Scout Small Cap Fund in mid-July, 2018. We will not accept new purchases in the Carillon Eagle Smaller Company Fund after May 31, 2018. Shareholders already should have received notification concerning the merger in the mail. Click here for more information.

Carillon Eagle Smaller Company Fund

  • Overview

    Overview

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

    The fund seeks capital growth by uncovering opportunities in small-capitalization companies with undervalued assets or growth potential that is not yet reflected in the stock price.

    Investment Process

    The portfolio manager seeks long-term capital appreciation by investing principally in the equity securities of small-capitalization companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Growth Index during the most recent 12-month period (approximately $13.2 billion during the 12-month period ending Dec. 31, 2017).
     
    The team seeks to buy growing, high-quality companies at a discount to what the managers perceive are their fair-market values.
     

    Quality

    • Superior cash-flow generation
    • Management with successful record of business-strategy execution
    • Defensive business models
    • Sustainable growth
    • Solid balance sheet
     
    Valuation
    • Pay reasonable prices
    • Disciplined sell policy
     
    Balance
    • Diversified portfolio
    • Sector-weight policies

    A Word about Risk

    Investments in small-cap companies generally involve greater risks than investing in larger capitalization companies. Small-cap companies often have narrower commercial markets and more limited managerial and financial resources than larger, more established companies. As a result, their performance can be more volatile and they face greater risk of business failure, which could increase the volatility of a fund’s portfolio. Additionally, small-cap companies may have less market liquidity than larger companies.

    Key Facts

  • Investment Team

    In advance of the merger of the Carillon Eagle Smaller Company Fund into the Carillon Scout Small Cap Fund, the subadviser for the Carillon Eagle Smaller Company Fund switched from Eagle Asset Management, Inc. to Scout Investments and the portfolio management team of the Carillon Eagle Smaller Company Fund changed to the managers of the Carillon Scout Small Cap Fund effective March 1, 2018.

    Smaller Company Fund Investment Team

    James McBride

    James McBride, CFA

    Lead Portfolio Manager

    27 Years Of Industry Experience

    9 Years With Scout Investments

    Tim Miller

    Tim Miller, CFA

    Co-Portfolio Manager

    22 Years Of Industry Experience

    6 Years With Scout Investments

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Literature

    Documents available for download

    • Complete Portfolio Holdings for the Most Recent Quarter

    You will need Adobe Acrobat Reader Adobe PDF document in order to view the PDF files linked above. If you do not have Acrobat Reader installed on your computer, you may obtain it free of charge at the Adobe Web site. Click here to go to the Adobe Web site (link will open in new window).


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