SUBDX Mutual Fund

SUBDX Mutual Fund

NAV$12.51
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Fund Essentials - as of Mar 31, 2026

Net Assets
$44M
Expense Ratio
0.90%
Dividend Yield (Current)
5.84%
Holdings
275
Inception Date
Nov 20, 2017
Fund Family
Carillon Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.43%
1 Year+3.53%
3 Year+5.73%
5 Year+2.94%
10 Year+3.48%

Asset Allocation

Bonds: 87.37%
Cash: 1.27%
Other: 11.36%
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Top Holdings

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TickerNameWeight
-Other Asset & Liabilities11.07%
-Us Treasury N/B T 3 3/4 10/31/328.78%
-Us Treasury N/B T 4 1/4 08/15/355.86%
-Us Treasury N/B T 3 1/2 02/28/311.53%
-Verus 2026-3 A1 Verus 2026-3 A11.23%
Top 10 Concentration: 33.84%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.84%
Frequency
Monthly
Latest Distribution
$0.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SUBDX Mutual Fund Overview

SUBDX Mutual Fund (Carillon Reams Unconstrained Bond Fund Class A) is managed by Carillon Family of Funds with $44.4M in net assets. SUBDX expense ratio is 0.90%, holding 275 positions across various sectors. Inception date: 2017-11-20.

SUBDX performance shows a YTD return of 0.43%. The 1-year return is 3.53% and the 5-year return is 2.94%. SUBDX dividend yield stands at 5.84%, paid monthly.

SUBDX top holdings include Other Asset & Liabilities (11.1%), Us Treasury N/B T 3 3/4 10/31/32 (8.8%), Us Treasury N/B T 4 1/4 08/15/35 (5.9%), Us Treasury N/B T 3 1/2 02/28/31 (1.5%), Verus 2026-3 A1 Verus 2026-3 A1 (1.2%). Go to all SUBDX holdings, SUBDX sectors, or SUBDX dividends.

SUBDX can be compared against other funds. Use SUBDX overlap to find shared positions, or SUBDX vs another fund for a side-by-side view. SUBDX alternatives are available via the screener, along with tax-loss harvesting opportunities.