Carillon Family of Funds Mutual Funds List

Here you can find all mutual funds issued by Carillon Family of Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Issuer is Carillon Family of Funds

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BERCX	Chartwell Mid Cap Value Fund	Mid Cap Value Equities	May 1, 2002	0.90%	1.26%	8.46%	12.56%	31
BERIX	Chartwell Income Fund	Diversified Portfolio	Sep 2, 1987	0.64%	4.02%	5.04%	3.00%	96
CWFIX	Chartwell Short Duration High Yield Fund	High Yield Bonds	Jul 15, 2014	0.49%	-0.09%	4.03%	4.77%	98
CWSGX	Chartwell Small Cap Growth Fund	Small Cap Growth Equities	Jun 16, 2017	1.05%	3.54%	—	0.84%	77
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	Mar 16, 2012	1.05%	6.17%	7.37%	21.02%	27
EISIX	Carillon ClariVest International Stock Fund	Foreign Large Cap Equities	Feb 27, 2013	0.96%	3.37%	10.63%	2.90%	92
HAGAX	Carillon Eagle Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 20, 1998	1.03%	-4.23%	10.76%	14.47%	18
HRCPX	Carillon ClariVest Capital Appreciation Fund	Large Cap Growth Equities	Dec 12, 1985	1.00%	-7.83%	15.59%	4.46%	66
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	Dec 15, 1986	0.96%	1.56%	10.73%	19.01%	59
HRSCX	Carillon Eagle Small Cap Growth Fund	Small Cap Growth Equities	May 7, 1993	1.06%	-1.09%	7.90%	8.52%	42
SCCIX	Carillon Reams Core Bond Fund	Intermediate Core Bond	Feb 23, 2001	0.40%	0.10%	2.41%	3.99%	50
SCPZX	Carillon Reams Core Plus Bond Fund	Intermediate Core-Plus Bond	Nov 25, 1996	0.40%	0.38%	2.95%	3.82%	69
SUBFX	Carillon Reams Unconstrained Bond Fund	Nontraditional Bonds	Sep 28, 2011	0.50%	0.65%	4.06%	5.88%	94
UMBHX	Carillon Scout Small Cap Fund	Small Cap Growth Equities	Nov 17, 1986	0.90%	3.72%	11.77%	56.34%	73
UMBMX	Carillon Scout Mid Cap Fund	Mid Cap Blend Equities	Oct 31, 2006	0.95%	4.28%	12.39%	9.87%	73

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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