Carillon Series Trust Files Proxy Statement
| Field | Detail |
|---|---|
| Company | Carillon Series Trust |
| Form Type | DEF 14A |
| Filed Date | May 1, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-statement, fund-filing, investment-company
TL;DR
Carillon Series Trust dropped its DEF 14A proxy statement. All eyes on the Chartwell Small Cap Growth Fund.
AI Summary
Carillon Series Trust filed a definitive proxy statement (DEF 14A) on May 1, 2025, for the period ending May 14, 2025. The filing pertains to the Carillon Chartwell Small Cap Growth Fund, with various share classes including Class I (CWSGX), Class R-6 (CWSRX), Class A (CWSAX), and Class C (CWSBX). The company is incorporated in Delaware and its fiscal year ends on December 31.
Why It Matters
This filing provides shareholders with essential information regarding upcoming proxy votes, allowing them to make informed decisions about the company's governance and future direction.
Risk Assessment
Risk Level: low — This is a routine proxy filing for a registered investment company, not indicating any unusual risks.
Key Players & Entities
- CARILLON SERIES TRUST (company) — Registrant
- Carillon Chartwell Small Cap Growth Fund (company) — Fund Name
- CWSGX (company) — Class I Ticker
- CWSRX (company) — Class R-6 Ticker
- CWSAX (company) — Class A Ticker
- CWSBX (company) — Class C Ticker
- 880 CARILLON PARKWAY (dollar_amount) — Business Address
- ST PETERSBURG (dollar_amount) — Business City
- FL (dollar_amount) — Business State
- 33716 (dollar_amount) — Business Zip
FAQ
What is the primary purpose of this DEF 14A filing?
The primary purpose of this DEF 14A filing is to provide shareholders with a proxy statement, which contains information necessary for them to vote on matters presented at a shareholder meeting.
What specific fund is mentioned in this filing?
The specific fund mentioned is the Carillon Chartwell Small Cap Growth Fund.
What are the different share classes of the Carillon Chartwell Small Cap Growth Fund listed?
The listed share classes are Class I (CWSGX), Class R-6 (CWSRX), Class A (CWSAX), and Class C (CWSBX).
When was this filing submitted to the SEC?
This filing was submitted to the SEC on May 1, 2025.
What is the fiscal year end for Carillon Series Trust?
The fiscal year end for Carillon Series Trust is December 31.
Filing Details
This Form DEF 14A (Form DEF 14A) was filed with the SEC on May 1, 2025 regarding CARILLON SERIES TRUST.