About SUBTX
Carillon Reams Unconstrained Bond Fund R-6 is an actively managed mutual fund specializing in the fixed-income sector. Its primary objective is to maximize total return while preserving capital by adopting an unconstrained approach to bond investing. This strategy enables the fund to invest across all segments of the global fixed-income market, including government bonds, mortgage- and asset-backed securities, high-yield and non-investment-grade bonds, as well as derivatives such as futures, options, and credit default swaps. By having no strict limitations on duration, sector, or geographic allocation, the fund systematically seeks relative value opportunities wherever they arise within fixed income.
Noteworthy features include its flexible mandate, which allows substantial allocation shifts in response to evolving market conditions, and the use of risk management tools to adapt to volatility. Its portfolio typically maintains a medium credit quality with limited interest rate sensitivity, and it distributes income monthly. Carillon Reams Unconstrained Bond Fund R-6 serves investors seeking broad diversification within the bond market and exposure to a variety of fixed-income strategies, making it significant for those aiming to navigate changing interest rate and credit environments effectively.
Fund Family Carillon Family of Funds
Category Nontraditional Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SUBTX
Share Class Class R-6
Index ICE BofA US 3-Month T Bill TR IX
SUBTX had a total return of 3.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.30%.
