Carillon Eagle Growth & Income Fund

  • Overview


    Eagle Asset Management, Inc. is the subadviser to the Carillon Eagle Growth & Income Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    The Carillon Eagle Growth & Income Fund offers clients the opportunity to seek steady income and also participate in the market's long-term growth potential. The fund is diversified among common stocks, convertible bonds, convertible preferred stocks and real estate investment trusts (REITs).

    Investment Process

    The Carillon Eagle Growth & Income team identifies investment opportunities based on the following criteria:


    • Yield or dividend growth at or above the S&P 500 Index
    • Demonstrated commitment to paying and increasing dividends


    • Dominance in expanding industry
    • Growth rate greater than inflation


    • Free cash flow and shareholder-oriented management
    • Stock price below estimated intrinsic value

    Sell discipline

    • Price appreciation near or above sustainable level
    • Deterioration of company fundamentals, indicative of dividend cut
    • Occupation of too large a portion of total portfolio
    • Development of more attractive investment opportunity

    A Word about Risk

    International investing presents specific risks, such as currency fluctuations, differences in financial accounting standards as well as potential political and economic instability.

    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.

    As with all equity investing, there is the risk that an unexpected change in the market or within the company itself may have an adverse effect on its stock. The biggest risk of equity investing is that returns can fluctuate and investors can lose money.

    There are risks associated with dividend investing, including that dividend-issuing companies may choose not to pay a dividend, may not have the ability to pay, or the dividend may be less than what is anticipated. Dividend-issuing companies are subject to interest rate risk and high dividends can sometimes signal that a company is in distress.

    Growth companies are expected to increase their earnings at a certain rate. When these expectations are not met, investors may punish the stocks excessively, even if earnings showed an absolute increase. Growth company stocks also typically lack the dividend yield that can cushion stock prices in market downturns. The companies engaged in the technology industry are subject to fierce competition and their products and services may be subject to rapid obsolescence. The values of these companies tend to fluctuate sharply.

    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.
  • Investment Team

    David Blount

    David Blount, CFA

    Portfolio Co-Manager

    39 Years Of Industry Experience

    30 Years With Eagle Asset Management

    Brad Erwin

    Brad Erwin, CFA

    Portfolio Co-Manager

    28 Years Of Industry Experience

    16 Years With Eagle Asset Management

    Jeffrey D. Bilsky

    Jeffrey D. Bilsky

    Portfolio Co-Manager

    18 Years Of Industry Experience

    Less Than One Year With Eagle Asset Management

    Enrique Acedo

    Enrique Acedo

    Research Analyst

    13 Years Of Industry Experience

    8 Years With Eagle Asset Management

    Michael Rich

    Michael Rich, CFA

    Research Analyst

    18 Years Of Industry Experience

    7 Years With Eagle Asset Management

    Adam Walton, CFA

    Adam Walton, CFA

    Research Analyst

    12 Years Of Industry Experience

    10 Years With Eagle Asset Management

    John T. Sepanski, Research Analyst

    John T. Sepanski

    Research Analyst

    3 Years Of Industry Experience

    Less Than One Year With Eagle Asset Management

    Chris Kouffman

    Chris Kouffman, CFA

    Portfolio Analyst

    20 Years Of Industry Experience

    19 Years With Eagle Asset Management

    Carillon Tower Advisers is the investment adviser for the Carillon Family of Funds and Eagle Asset Management is the subadviser to the Carillon Eagle Growth & Income Fund. Carillon Fund Distributors is a wholly owned subsidiary of Eagle Asset Management and Eagle Asset Management is a wholly owned subsidiary of Carillon Tower Advisers. All entities named are affiliates.

  • Price & Performance

    Please Select
  • 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