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Carillon Tower Advisers: You can't predict the future, but you can prepare for it

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Wed, Sep 1, 2021 03:03 PM

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You are receiving this email as a registered member of Morningstar.com and have asked to receive fea

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. If you would like to change your e-mail preferences, see the bottom of this message for more information. Also, if you are unable to see the images, please click “Show Images and Enable Links” or right-click to download pictures. [View in browser]( [Carillon Tower Advisers]( Opportunity doesn’t move in a straight line. That’s why Carillon Reams Bond Funds pivot to capitalize on volatility-driven opportunity. Their sure-footed approach is right at home in the Carillon Family of Funds, the 2021 U.S. Refinitiv Lipper Fund Awards’ Best Fixed Income Small Fund Group Over Three Years (out of 84 fund families, as of 11/30/20). Learn how the actively managed Carillon Reams Bond Funds may help your clients weather the next wave of volatility. [LEARN MORE]( Bond Funds Built to Perform When Uncertainty Peaks [Carillon Reams Core Bond Fund]( [SCCIX | Intermediate Core Bond]( Overall Morningstar Rating Top decile: 3-, 5-, 10, 15-year time periods Anchor your portfolio This Fund doesn’t track the index and instead focuses on undervalued issues that may provide attractive opportunities, even during times of market volatility. • 2021 U.S. Refinitiv Lipper Fund Awards Best Core Bond Fund over Three and Five Years1 • Investor’s Business Daily 2021 Best Mutual Funds Award Best U.S. Taxable Bond Funds2 [Download the factsheet]( 1 Out of 130 and 115 funds respectively. 2 174 winners of 668 funds. The award honor funds that have beaten a chosen benchmark for the past one, three, five and 10 years, as of 12/31/20. [Carillon Reams Core Plus Bond Fund]( [SCPZX | Intermediate Core-Plus Bond]( Overall Morningstar Rating Top quartile: 5-year time period Top decile: 3-, 10- and 15-year time periods Opportunity through flexible allocation With more flexibility than traditional core bond solutions, this Fund has the ability to take advantage of mispriced securities in the aftermath of historic market dislocations. • 2021 U.S. Refinitiv Lipper Fund Awards Best Core Plus Bond Fund over Five Years3 [Download the factsheet]( 3Out of 55 funds [Carillon Reams Unconstrained]( [Bond Fund]( [SUBFX | Non Traditional Bond]( Overall Morningstar Rating Top decile: 3-year time period Opportunistic investing, untethered from the benchmark The flexibility of this Fund helps it seek to sidestep problems created by rising interest rates while focusing on maximizing risk-adjusted total return over a full market cycle. With a differentiated view of risk, the Fund’s investment team views volatility as a source of opportunity, not as a liability. It deploys capital aggressively to opportunities when prices become dislocated from fair value. [Download the factsheet]( All Morningstar reporting periods as of 6/30/2021. [Click here]( for full Morningstar ratings and rankings. Does inflation actually matter? Wednesday, Sept. 22, 2021 4:00pm EST Featuring: Mark Egan, CFA CIO | Reams Asset Management [REGISTER NOW]( Inflation fears are clashing with “transitory” talking points. How should your clients navigate the apparent disconnect? Join us and our affiliate, Reams Asset Management, for a discussion about the potential path for growth and inflation, and the proper role of fiscal and monetary stimulus. This program is approved for one hour of CFP®, CIMA®, CPWA®, CIMC®, and RMA® CE credit. Contact us to learn more about how these funds are structured to harness volatility when uncertainty is at its worst. ___________________________ [Email](mailto:info@carillontower.com&subject=Carillon%20Reams%20Bond%20Funds) our team | Call 1-800-421-4184 [website]( [twitter]( [podcast]( [linkedin]( Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 for a [prospectus]( which contains this and other important information about the funds. Read the [prospectus]( before you invest or send money. †Star ratings may be different for other share classes. Morningstar Rating® is based on risk-adjusted performance adjusted for fees and loads. Past performance is no guarantee of future results. Ratings are subject to change each month. ©2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Funds with at least three years of performance history are assigned ratings from the fund’s three-, five- and 10-year average annual returns (when available) and a risk factor that reflects fund performance relative to three-month Treasury bill monthly returns. Funds’ returns are adjusted for fees and sales loads. Ten percent of the funds in an investment category receive five stars, 22.5% receive four stars, 35% receive three stars, 22.5% receive two stars and the bottom 10% receive one star. Investment return and principal value will vary so that investors have a gain or loss when shares are sold. Funds are rated for up to three time periods (three-, five-, and 10-years) and these ratings are combined to produce an overall rating. Ratings may vary among share classes and are based on past performance. Disclaimer: The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see [lipperfundawards.com](. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Small fund family groups are eligible for the award if they have at least three distinct portfolios in one of the asset classes – equity, bond or mixed-asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. Out of 84 fund families. Past performance is not indicative of future results. Strong ratings are not indicative of future positive fund performance. Expense waivers had a material effect on the returns, ratings and rankings of both funds which would have been lower absent waivers. Investing in these funds involves risk, including the possibility of loss, as noted in the prospectus. Not FDIC insured. No bank guarantee. May lose value. Broker/Dealer Use Only © 2021 Carillon Tower Advisers. All rights reserved. 880 Carillon Parkway | St. Petersburg, FL 33716 CFD21-0625 | Exp. 9/22/2021 About this E-mail to Morningstar.com Customers: To unsubscribe from future e-mail, please [click here]( or email joe@morningstar.com. This message was sent by an automatic mail sending program. Do not reply to this e-mail address. Any messages sent to this address will be automatically deleted. If you have questions about Morningstar.com or your membership, send a note to joe@morningstar.com. ABOUT OUR PRIVACY POLICY Please [click here]( to learn about Morningstar's privacy policy. © Copyright 2021. Morningstar, Inc., 22 West Washington Chicago, Illinois, 60602. All rights reserved

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