Fund Summary as of
Total net assets
Total number of holdings
Benchmark Russell 2000® Growth Index
Initial minimum investment $1,000†
Retirement account minimum: $500†
Subsequent investment No minimum

Share Class

Symbol

CUSIP

Inception

Class A

CSSAX

14214M823

11/20/17

Class C*

CSSJX

14214M815

11/20/17

Class I1

UMBHX

14214M799

7/2/01

Class Y2

CSSWX

14214M757

11/20/17

Class R33

CSSQX

14214M781

11/20/17

Class R53

CSSSX

14214M773

11/20/17

Class R63

CSSVX

14214M765

11/20/17

*The Carillon Family of Funds will convert class C share accounts that are more than 8 years old to class A shares on the third of each month. Shareholders may continue to purchase shares in either class, but will be required to pay a sales charge on new purchases of Class A shares.

† Shareholders may establish a Periodic Investment Program with an initial investment of $50 and subsequent investments of $50 per month for Class A and C shares. Class I, Y, R-3 and R-5 shares are subject to separate requirements, as described in the fund's prospectus.

(1) Class I shares are available for qualified institutions and individual investors purchasing shares for their own account with a minimum initial investment of $10,000. Qualified institutions include corporations, banks, insurance companies, endowments, foundations and trusts.

(2) Class Y shares have no initial sales charge or deferred sales charge but are subject to ongoing Rule 12b-1 fees of up to 0.25% of their average daily net assets. They are available to individual investors with a minimum purchase amount is $1,000 for regular accounts, $100 for retirement accounts and $100 through a periodic investment program, with a minimum subsequent investment plan of $50 per month.

(3) Class R-3, R-5 or R-6 shares are available for purchase through eligible employer sponsored retirement plans (including 401(k) plans, 403(b) plans, 457 plans and profit-sharing plans) in which the employer, plan sponsor or other administrator ("Plan Administrator") has entered into an agreement with the Distributor.

The Russell 2000® Growth Index measures the performance of the small-cap growth segment of the U.S. equity universe. It includes those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. Investors cannot invest directly in an index and unmanaged index returns do not reflect any fees, expenses or sales charges.

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