Morningstar

Carillon Family of Funds Mutual Funds

View all of Carillon Family of Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Carillon Family of Funds Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Carillon Chartwell Small Cap Growth ACWSAXSmall Growth——1.350%Above AverageFront Load$1,000
Carillon Chartwell Small Cap Growth CCWSBXSmall Growth——2.100%Above AverageLevel Load$1,000
Carillon Chartwell Small Cap Growth ICWSGXSmall Growth31.01%21.050%Above AverageInstitutional$1,000
Carillon Chartwell Small Cap Growth R-6CWSRXSmall Growth——0.950%Above AverageRetirement, Large$1.0 Mil
Carillon ClariVest Intl Stock AEISAXForeign Large Value19.75%11.260%Above AverageFront Load$1,000
Carillon ClariVest Intl Stock IEISIXForeign Large Value20.00%10.960%HighInstitutional$10,000
Carillon ClariVest Intl Stock R6EISVXForeign Large Value20.12%10.860%Above AverageRetirement, Large$0
Carillon Reams Core Bond ISCCIXIntermediate Core Bond4.94%550.450%Below AverageInstitutional$10,000
Carillon Reams Core Plus Bond ISCPZXIntermediate Core-Plus Bond5.30%600.500%Above AverageInstitutional$1,000
Carillon Reams Core Plus Bond R-6SCPWXIntermediate Core-Plus Bond5.39%560.400%AverageRetirement, Large$1.0 Mil

Carillon Family of Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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