Skip to Content

Carillon Reams Core Plus Bond I SCPZX

Analyst rating as of
NAV / 1-Day Return
31.87  /  0.25 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Below Average
Longest Manager Tenure
25.50 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
10,000
Status
Open
TTM Yield
1.11%
Effective Duration
7.20 years
Premium

Morningstar’s Analysis

Will SCPZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Unlock our full analysis with Morningstar Premium