SUBFX Mutual Fund

SUBFX Mutual Fund

NAV$12.55
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Fund Essentials - as of Mar 31, 2026

Net Assets
$2.0B
Expense Ratio
0.60%
Dividend Yield (Current)
6.14%
Holdings
275
Inception Date
Sep 29, 2011
Fund Family
Carillon Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.58%
1 Year+3.76%
3 Year+6.03%
5 Year+3.21%
10 Year+3.47%

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)
6.14%
Frequency
Monthly
Latest Distribution
$0.15
-

Peer Comparison

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

SUBFX Mutual Fund Overview

SUBFX Mutual Fund (Carillon Reams Unconstrained Bond Fund Class I) is managed by Carillon Family of Funds with $1.98B in net assets. SUBFX expense ratio is 0.60%, holding 275 positions across various sectors. Inception date: 2011-09-29.

SUBFX performance shows a YTD return of 0.58%. The 1-year return is 3.76% and the 5-year return is 3.21%. SUBFX dividend yield stands at 6.14%, paid monthly.

SUBFX 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 SUBFX holdings, SUBFX sectors, or SUBFX dividends.

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