About SUBDX
Carillon Reams Unconstrained Bond Fund Class A is an actively managed mutual fund specializing in nontraditional, taxable bond investments. Its primary objective is to maximize total return while preserving capital by investing at least 80% of its assets in a diversified array of fixed income securities spanning different maturities. The fund takes an "unconstrained" approach, meaning it is not managed against a specific benchmark and has the flexibility to pursue relative value opportunities across all sectors of the fixed income market, including corporate bonds, government securities, mortgage- and asset-backed securities, as well as high-yield and non-investment grade debt. In addition to traditional bonds, the fund may utilize derivative instruments like futures and credit default swaps to gain exposure or manage risk, and it can invest in both U.S. dollar-denominated and foreign currency-denominated investments. Carillon Reams Unconstrained Bond Fund Class A is noted for its disciplined investment process, broad diversification, and ability to dynamically allocate capital in response to shifting interest rate, credit, and market conditions, making it a significant player in the nontraditional bond category of the financial market.
Fund Family Carillon Family of Funds
Category Nontraditional Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SUBDX
Share Class Class A
Index ICE BofA US 3-Month T Bill TR IX
SUBDX had a total return of 2.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.81%.
