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.
- Number of Funds
- 15
- Avg. Expense Ratio
- 0.82%
- Avg. 1 Year Return
- 18.05%
- Avg. 5 Year Return
- 6.58%
- Median Risk/Return Score
- 52 / 100
Carillon Family of Funds Mutual Funds List
10 results
Explore top Carillon Family of Funds Mutual Fund Categories and Asset Classes
Carillon Family of Funds Equity Mutual fundsCarillon Family of Funds Bond Mutual fundsCarillon Family of Funds Multi-Asset Mutual fundsCarillon Family of Funds Small Cap Growth Equities Mutual fundsCarillon Family of Funds Diversified Portfolio Mutual fundsCarillon Family of Funds Foreign Large Cap Equities Mutual fundsCarillon Family of Funds High Yield Bonds Mutual fundsCarillon Family of Funds Intermediate Core Bond Mutual funds
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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5 Years
Best Carillon Family of Funds Mutual funds by Risk/Return Score
The top Carillon Family of Funds Mutual funds by PortfoliosLab Risk/Return Score are CWFIX (97) and EISIX (87).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | |
| Carillon ClariVest International Stock Fund | 87 | — | Feb 2013 | |
| Chartwell Income Fund | 81 | — | Sep 1987 | |
| Chartwell Small Cap Value Fund | 74 | — | Mar 2012 | |
| Chartwell Small Cap Growth Fund | 70 | — | Jun 2017 |
Best-Performing Carillon Family of Funds Mutual funds Over 5 Years
The top Carillon Family of Funds Mutual funds is EISIX (15.82%).
Across the lineup, Carillon Family of Funds Mutual funds show an average 1-year return of 18.05% and an average 5-year return of 6.58%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Carillon ClariVest International Stock Fund | 15.82% | — | Feb 2013 | |
| Carillon ClariVest Capital Appreciation Fund | 14.31% | — | Dec 1985 | |
| Chartwell Small Cap Growth Fund | 10.49% | — | Jun 2017 | |
| Carillon Eagle Growth & Income Fund | 9.21% | — | Dec 1986 | |
| Carillon Scout Mid Cap Fund | 8.95% | — | Oct 2006 |
Lowest-Cost Carillon Family of Funds Mutual funds
The top Carillon Family of Funds Mutual funds is SCPZX (0.40%).
With an average expense ratio of 0.82%, Carillon Family of Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Carillon Reams Core Plus Bond Fund | 0.40% | — | Nov 1996 | |
| Carillon Reams Core Bond Fund | 0.40% | — | Feb 2001 | |
| Chartwell Short Duration High Yield Fund | 0.49% | — | Jul 2014 | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | |
| Chartwell Income Fund | 0.64% | — | Sep 1987 |
Highest-Yield Carillon Family of Funds Mutual funds
The top Carillon Family of Funds Mutual funds is CWSIX (17.86%).
Across the lineup, Carillon Family of Funds Mutual funds show an average dividend yield of 7.20%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Chartwell Small Cap Value Fund | 17.86% | — | Mar 2012 | |
| Carillon Eagle Growth & Income Fund | 17.85% | — | Dec 1986 | |
| Carillon Eagle Mid Cap Growth Fund | 13.19% | — | Aug 1998 | |
| Chartwell Mid Cap Value Fund | 11.23% | — | May 2002 | |
| Carillon Scout Mid Cap Fund | 9.08% | — | Oct 2006 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
HRCPX vs. SPMOHRCPX vs. SCHGHRCPX vs. VTIHRCPX vs. VOOHRCPX vs. TRBCXUMBMX vs. BUFSXUMBMX vs. SCHMUMBMX vs. VOOUMBMX vs. SYLDUMBMX vs. VINIXEISIX vs. OAKIXEISIX vs. FENIEISIX vs. FDDEISIX vs. FMIJXEISIX vs. IDVOHAGAX vs. ALARXHAGAX vs. WSMDXHAGAX vs. BRMKXHAGAX vs. FATIXHAGAX vs. SWMCXHRCVX vs. AAIEXHRCVX vs. DFEOXHRCVX vs. VDIGXHRCVX vs. SCPZXHRCVX vs. SCCIXCWSGX vs. SCPZXCWSGX vs. SCCIXCWSGX vs. CWFIXCWSGX vs. AVALXCWSGX vs. RYWCXHRSCX vs. SCPZXHRSCX vs. VBHRSCX vs. CMCIXHRSCX vs. DMCRXHRSCX vs. SCCIXBERCX vs. SUBFXBERCX vs. SCPZXBERCX vs. SCCIXBERCX vs. CWFIXBERCX vs. BERIXCWSIX vs. CWFIXCWSIX vs. SUBFXCWSIX vs. SCPZXCWSIX vs. SCCIXCWSIX vs. BERIXUMBHX vs. ISCGXUMBHX vs. GSXIXUMBHX vs. SCPZXUMBHX vs. CWFIXUMBHX vs. JANIX