Investments in small-cap companies generally involve greater risks than investing in larger capitalization companies. Small-cap companies often have narrower commercial markets and more limited managerial and financial resources than larger, more established companies. As a result, their performance can be more volatile and they face greater risk of business failure, which could increase the volatility of a fund’s portfolio. Additionally, small-cap companies may have less market liquidity than larger companies.
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.
Investing in mid-cap stocks may involve greater risks than investing in larger, more established companies. These companies often have narrow markets and more limited managerial and financial resources. 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.
Initial Public Offerings (“IPOs”) include the risk that the market value of IPOs will fluctuate considerably due to the absence of a prior market, among other factors.
Managing Director, Portfolio Manager
29 Years Of Industry Experience
19 Years With Eagle Asset Management
Portfolio Manager
34 Years Of Industry Experience
21 Years With Eagle Asset Management
Portfolio Manager
28 Years Of Industry Experience
7 Years With Eagle Asset Management
Senior Research Analyst
24 Years Of Industry Experience
17 Years With Eagle Asset Management
Senior Research Analyst
32 Years Of Industry Experience
13 Years With Eagle Asset Management
Senior Research Analyst
21 Years Of Industry Experience
12 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 Small Cap Growth 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.
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.
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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.
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