THE MISSING PIECE | MID CAPS
FOCUS ON THE LONG GAME
You wouldn't hit the course without a comprehensive set of clubs. Is your investment portfolio missing a piece that could help you target your long-term goals? Mid caps may offer a more attractive risk/return profile than large or small caps because they can be more established than their smaller peers but may be more nimble than larger companies.
CARILLON EAGLE | Mid Cap Growth (HAGAX)
As of 9/30/2018, based on risk adjusted returns, Class A shares ranked 4, 4, 5, 4 stars for the overall, 3-, 5-, and 10- year periods among 540, 540, 483 and 342 Mid-Cap Growth funds respectively.
The Eagle Mid Cap Growth Fund seeks to invest in companies with above-average growth potential; both emerging and more established companies that may be undiscovered or undervalued in the market.
CARILLON SCOUT | Mid Cap (UMBMX)
(overall, 3-, 5-, and 10-year)
As of 9/30/2018, based on risk adjusted returns, Class I shares, ranked among 371, 371, 334, and 230 Mid-Cap Blend funds respectively.
The Scout Mid Cap Fund seeks long-term growth of capital while aiming to consistently outperform the Russell Midcap® Index throughout a full market cycle (three to five years) with less than commensurate risk.
Past performance does not guarantee future results.
Investments in mid-cap and small-cap companies generally involve greater risks than investing in larger capitalization companies. Mid-cap companies often have narrower commercial markets, more limited managerial and financial resources, and more volatile trading than larger, more established companies.
Growth companies are expected to increase their earnings at a certain rate. When these expectations are not met, investors may punish the stocks excessively, even if earnings showed an absolute increase. Growth company stocks also typically lack the dividend yield that can cushion stock prices in market downturns. The companies engaged in the technology industry are subject to fierce competition and their products and services may be subject to rapid obsolescence. The values of these companies tend to fluctuate sharply.
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.
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.
I shares may not be available to certain investors. The Carillon Funds are available in a number of share classes. Please consult the Prospectus or your financial advisor for additional information regarding minimums or availability.
The Carillon Scout Mid Cap Fund - Class A share has a limited track record with a share class inception date of Nov. 20, 2017.
Morningstar star ratings information: the information contained herein (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Funds with at least three years of performance history are assigned ratings from the fund’s three-, five- and 10-year average annual returns (when available) and a risk factor that reflects fund performance relative to three-month Treasury bill monthly returns. Fund returns are adjusted for fees and sales loads. Ten percent of the funds in an investment category receive five stars, 22.5% receive four stars, 35% receive three stars, 22.5% receive two stars and the bottom 10% receive one star. Investment return and principal value will vary so that investors have a gain or loss when shares are sold. Funds are rated for up to three time periods (three-, five-, and 10-years) and these ratings are combined to produce an overall rating. Ratings may vary among share classes and are based on past performance.
Carillon Tower Advisers is the Investment Adviser for the Carillon Family of Funds. Scout Investments is the sub-adviser to the Carillon Scout Mid Cap Fund and is a wholly owned subsidiary of Carillon Tower Advisers. Eagle Asset Management is the sub-adviser to the Carillon Eagle Mid Cap Growth Fund and is a wholly owned subsidiary of Carillon Tower Advisers.
Carillon Fund Distributors, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716
©2018 Carillon Tower Advisers, Inc. All rights reserved. Carillon Tower Advisers is the trade name for Carillon Tower Advisers, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Eagle Asset Management, Inc. and Scout Investments are registered investment advisers with the SEC. All third-party marks are the property of their respective owners.