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

    Due to the limited focus, the Fund is more susceptible to market volatility because smaller companies may not have the management experience, financial resources, product diversification and competitive strengths of larger companies. Additionally, smaller company stocks tend to be sold less often and in smaller amounts than larger company stocks.

    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.

    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.

    Because the fund normally will hold a focused portfolio of stocks of fewer complanies than many other diversified funds, the increase or decrease of the value of a single stock may have a greater impact on the fund’s net asset value and total return.

    Key Facts

  • Investment Team

    James McBride

    James McBride, CFA

    Lead Portfolio Manager

    30 Years Of Industry Experience

    12 Years With Scout Investments

    Tim Miller

    Tim Miller, CFA

    Portfolio Co-Manager

    25 Years Of Industry Experience

    9 Years With Scout Investments

    Tim Burger, CFA

    Tim Burger, CFA

    Senior Investment Analyst

    20 Years Of Industry Experience

    Joined Scout Investments in 2019

    Carillon Tower Advisers is the investment adviser for the Carillon Family of Funds and Scout Investments is the sub-adviser to the Carillon Scout Small Cap Fund. Scout Investments is a wholly owned subsidiary of Carillon Tower Advisers. Carillon Fund Distributors is a wholly owned subsidiary of Eagle Asset Management (a sub-adviser to certain of the Carillon Family of Funds) and Eagle Asset Management is a wholly owned subsidiary of Carillon Tower Advisers. All entities named are affiliates.

  • Price & Performance

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  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Resources


Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 or your financial professional 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 website 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