Carillon Chartwell Short Duration Bond Fund (CWSCX)

Overview

The fund represents a financial product aimed at investors looking to diversify their portfolios through investments in small capitalization U.S. companies. It is designed for investors who believe in the potential for growth in smaller companies and seeks to take advantage of their market value appreciation. By adhering to a strategy that involves investing a significant portion of its assets in companies with a market capitalization within the range of the Russell 2000 Value Index, the fund positions itself to potentially benefit from the dynamics and growth of the small-cap segment of the market. The fund’s approach also includes the possibility of leveraging investments by borrowing, indicating a proactive management style aimed at maximizing returns. Additionally, the fund offers exposure to international markets through a portion of its investments in U.S. dollar-denominated securities of non-U.S. issuers, providing a balanced mix of domestic and international investment opportunities.

Products and Services

• Investment in Small Capitalization U.S. Companies

  The core product of the fund is its focus on investments in small capitalization U.S. companies that are believed to have growth potential. These are companies with a market capitalization that falls within the range of the Russell 2000 Value Index at the time of the initial purchase. This strategy aims to capitalize on the agility and potential growth of smaller companies in diverse industries.

• Market Capitalization Strategy

  The fund employs a market capitalization strategy to identify potential investment opportunities. By targeting companies within the specific market cap range of the Russell 2000 Value Index, the fund aims to focus on small-cap stocks that possess the potential for high returns. This strategy relies on a meticulous selection process and dynamic management to adapt to market changes and opportunities.

• U.S. Dollar-Denominated Securities of Non-U.S. Issuers

  Apart from focusing on U.S. small-cap companies, the fund diversifies its investment portfolio by allocating up to 20% of its assets in U.S. dollar-denominated securities of issuers based outside of the U.S. This component of the fund's strategy offers investors exposure to international markets, potentially mitigating risk through geographical diversification and capitalizing on global opportunities.