Carillon Scout Small Cap Fund

  • Overview

    Overview

    Scout Investments, Inc. is the sub-adviser to the Carillon Scout Small Cap Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    The Carillon Scout Small Cap Fund pursues its objective of long-term growth of capital by typically constructing a diversified portfolio of equity securities of smaller companies located anywhere in the United States. The team seeks to invest in companies that may benefit from secular long-term growth trends with market capitalizations within the range of the largest and smallest companies in the Russell 2000® Growth Index at the time of purchase.

    Investment Process

    The Fund invests in a diversified portfolio of equity securities that are selected based upon the management team’s perception of their above-average potential for long-term growth of capital. Equity securities include common stocks, preferred stocks, securities (convertible or exchangeable into common stocks, rights and warrants). The Fund normally invests at least 80% of its net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United States. Small-cap companies are those with market capitalizations within the range of the largest and smallest companies in the Russell 2000® Growth Index at the time of purchase.

    A Word about Risk

    Small-cap stocks may temporarily fall out of favor or perform poorly relative to other types of investments. 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. Diversification does not guarantee a profit or guarantee against a loss.

    Key Facts

  • Investment Team

    Small Cap Fund Investment Team

    James McBride

    James McBride, CFA

    Lead Portfolio Manager

    26 Years of Industry Experience

    Tim Miller

    Tim Miller, CFA

    Co-Portfolio Manager

    21 Years of Industry Experience

  • 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