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Think big.
start small.

Acorns, Think Big , Start Small

Carillon Scout
Small Cap Fund

A majestic oak doesn’t grow overnight. We believe high quality small companies and their growth potential are the seeds that nurture a strong retirement portfolio. As part of a comprehensive investment process, our team focuses on low portfolio turnover, low volatility and identifying small companies that may benefit from long-term secular growth drivers - some of the ways we think big and start small.

Seeking High Quality Secular vs. Cyclical, Low Turnover, Low Volatility Graphic

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Meet the Small Cap Team

A collaborative long-term view

The Carillon Scout Small Cap Fund team thinks big and starts small, with a collaborative process that combines their strengths. Lead Portfolio Manager James McBride, CFA and Co-Portfolio Manager Tim Miller, CFA, break down the team dynamic.

Opportunities for Active Growth

The small-cap universe may provide unique opportunities for growth and less exposure to global volatility compared to large caps.

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The role of small caps in retirement portfolios

Explore the potential of small caps to build wealth over time in a retirement portfolio. Our plan participant-focused brochure discusses how to small caps can add diversity to a portfolio.

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To learn more about the Carillon Scout Small Cap Fund, call 1-800-421-4184.

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Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 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.

Risk Considerations

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.

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 under perform other equity funds.

Because the fund normally will hold a focused portfolio of stocks of fewer companies 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.


Definitions:

Secular - Secular refers to market activities over the long term or a stock that isn't influenced by short-term factors.

Cyclical - Cyclical refers to an market activities or a stock whose price is affected by macroeconomic, systematic changes in the overall economy.

Turnover – Turnover refers to the percentage of a mutual fund or other portfolio's holdings that have been replaced in a given year.

Volatility – Volatility is a statistical measure of the dispersion of returns for a given security or market index.


Disclosures:

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.

Carillon Fund Distributors, Inc., member FINRA
CFD19-0719 Exp. 1/31/20


©2019 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.