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Carillon Reams Core Plus Bond I SCPZX

Analyst rating as of
NAV / 1-Day Return
29.43  /  1.14 %
Total Assets
1.0 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
25.85 years
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
TTM Yield
Effective Duration
6.80 years

Morningstar’s Fund Analysis SCPZX

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Upcoming Manager Retirement at Carillon Reams Core Plus Bond; Ratings Unchanged

Analyst Note


Effective March 1, 2022, Stephen Vincent is no longer a comanager on Carillon Reams Core Plus Bond in anticipation of a planned April 2023 retirement. Vincent, who joined Reams in 1994 and is the firm’s head of structured products research, will remain an active member of Reams Asset Management’s investment team until his early-2023 departure. The firm has yet to name Vincent’s eventual successor. Lead manager Mark Egan, and comanagers Todd Thompson, Clark Holland, Jason Hoyer, and Dimitri Silva remain on the strategy’s roster.

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