Carillon Series Trust Files Proxy Materials
| Field | Detail |
|---|---|
| Company | Carillon Series Trust |
| Form Type | DEFA14A |
| Filed Date | Jun 4, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: mutual-fund, proxy-statement, filing
Related Tickers: CWSGX, CWSRX, CWSAX, CWSBX
TL;DR
Carillon Series Trust dropped proxy docs for Chartwell Small Cap Growth Fund. Check your shares!
AI Summary
Carillon Series Trust filed a Definitive Additional Materials proxy statement on June 4, 2025. This filing relates 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 trust, formerly known as Eagle Series Trust and Heritage Series Trust, is incorporated in Delaware and headquartered in St. Petersburg, Florida.
Why It Matters
This filing provides shareholders with important information regarding the Carillon Chartwell Small Cap Growth Fund, enabling them to make informed decisions about their investments.
Risk Assessment
Risk Level: low — This is a routine proxy filing for a mutual fund, not indicating any unusual financial distress or significant operational changes.
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
- EAGLE SERIES TRUST (company) — Former Company Name
- HERITAGE SERIES TRUST (company) — Former Company Name
- 0000897111 (company) — Central Index Key
FAQ
What type of filing is this for Carillon Series Trust?
This is a Definitive Additional Materials filing (DEFA14A) filed on June 4, 2025.
What specific fund is mentioned in this filing?
The filing specifically mentions the Carillon Chartwell Small Cap Growth Fund.
What are the different share classes and their tickers for the Carillon Chartwell Small Cap Growth Fund?
The filing lists Class I (CWSGX), Class R-6 (CWSRX), Class A (CWSAX), and Class C (CWSBX).
What were the previous names of Carillon Series Trust?
Carillon Series Trust was formerly known as Eagle Series Trust and Heritage Series Trust.
Where is Carillon Series Trust headquartered?
Carillon Series Trust is headquartered at 880 Carillon Parkway, St. Petersburg, Florida.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on June 4, 2025 regarding CARILLON SERIES TRUST.