Carillon Series Trust Files Proxy Materials
| Field | Detail |
|---|---|
| Company | Carillon Series Trust |
| Form Type | DEFA14A |
| Filed Date | Jun 11, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: mutual-fund, proxy-statement, filing-update
Related Tickers: CWSGX, CWSRX, CWSAX, CWSBX
TL;DR
Carillon Series Trust dropped proxy docs for its Small Cap Growth Fund. Check it out.
AI Summary
Carillon Series Trust filed a Definitive Additional Materials proxy statement on June 11, 2025. This filing relates to the Carillon Chartwell Small Cap Growth Fund, which offers Class I, Class R-6, Class A, and Class C shares. The trust is incorporated in Delaware and its fiscal year ends on December 31.
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 specific financial distress or unusual corporate activity.
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
FAQ
What type of filing is this?
This is a Definitive Additional Materials filing (DEFA14A) filed by Carillon Series Trust.
When was this filing made?
The filing was made on June 11, 2025.
What specific fund is mentioned in the filing?
The filing mentions the Carillon Chartwell Small Cap Growth Fund.
What share classes are available for the Carillon Chartwell Small Cap Growth Fund?
The available share classes are Class I (CWSGX), Class R-6 (CWSRX), Class A (CWSAX), and Class C (CWSBX).
Where is Carillon Series Trust incorporated?
Carillon Series Trust is incorporated in Delaware.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on June 11, 2025 regarding CARILLON SERIES TRUST.