Carillon Chartwell Real Income Fund

(Formerly known as Carillon Chartwell Income Fund)

  • Overview

    Overview

    Chartwell Investment Partners, LLC is the subadviser to the Carillon Chartwell Real Income Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    The investment objective of the Carillon Chartwell Real Income Fund is to provide investors with current income; seeking to preserve capital is a secondary consideration.

    Our Approach

    The Carillon Chartwell Real Income Fund is managed utilizing our value-oriented security selection process. While the majority of the Fund’s portfolio is invested in bonds, it may invest up to 30% of assets in dividend-paying common stocks.

    We believe the Fund’s balanced, income-oriented approach may afford competitive returns.

    A Word about Risk

    The Fund invests in both fixed income and equity securities. Its investments in fixed income securities are subject to such risks as: interest rate risk; call risk; high yield (junk bond) risk; and unrated bond risk. The Fund also invests in equity securities that carry the potential for unpredictable drops in value and periods of lackluster performance.

     
  • Investment Team

    Carillon Chartwell Income Fund Investment Team

    Jefferey D. Bilsky

    Jeffrey D. Bilsky

    Portfolio Manager

    18 Years Of Industry Experience

    8 Years With Chartwell Investment Partners

    Thomas R. Coughlin, CFA, CMT

    Thomas R. Coughlin, CFA, CMT

    Portfolio Manager/Senior Analyst

    17 Years Of Industry Experience

    14 Years With Chartwell Investment Partners

    David C. Dalrymple, CFA

    David C. Dalrymple, CFA

    Senior Portfolio Manager

    36 Years Of Industry Experience

    25 Years With Chartwell Investment Partners

    Reid T. Halloran

    Reid T. Halloran

    Portfolio Manager

    16 Years Of Industry Experience

    12 Years With Chartwell Investment Partners

    T. Ryan Harkins, CFA

    T. Ryan Harkins, CFA

    Senior Portfolio Manager

    24 Years Of Industry Experience

    15 Years With Chartwell Investment Partners

    John M. Hopkins, CFA

    John M. Hopkins, CFA

    Portfolio Manager/Senior Analyst

    31 Years Of Experience

    15 Years With Chartwell Investment Partners

    Andrew S. Toburen, CFA

    Andrew S. Toburen, CFA

    Senior Portfolio Manager

    28 Years Of Industry Experience

    23 Years With Chartwell Investment Partners

    Christine F. Williams

    Christine F. Williams

    Senior Portfolio Manager

    34 Years Of Industry Experience

    25 Years With Chartwell Investment Partners

  • Price & Performance

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  • Holdings

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  • 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