# Carillon Chartwell Income Fund — new fund registration

CARILLON SERIES TRUST registered 6 new fund series on Form 485APOS, filed 2022-02-01. Featured series: Carillon Chartwell Income Fund.

## Registration

- Registrant / trust: CARILLON SERIES TRUST
- CIK: 0000897111
- Form: 485APOS
- Filed: 2022-02-01
- State of incorporation: MA
- Accession: 0000898432-22-000068
- Reported net assets: $269.1M

## Series & classes (6)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Carillon Chartwell Income Fund](https://search.stillhousedata.com/fund/S000075959) | Class Chartwell | BERIX | Yes |
| [Carillon Chartwell Mid Cap Value Fund](https://search.stillhousedata.com/fund/S000075960) | Class Chartwell | BERCX | Yes |
| [Carillon Chartwell Short Duration Bond Fund](https://search.stillhousedata.com/fund/S000075961) | Class Chartwell | — | Yes |
| [Carillon Chartwell Short Duration High Yield Fund](https://search.stillhousedata.com/fund/S000075962) | Class Chartwell | CWFIX | Yes |
| [Carillon Chartwell Small Cap Growth Fund](https://search.stillhousedata.com/fund/S000075963) | Class Chartwell | CWSGX | Yes |
| [Carillon Chartwell Small Cap Value Fund](https://search.stillhousedata.com/fund/S000075964) | Class Chartwell | CWSIX | Yes |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 0.58%
- Management fee: 0.30%
- Net expense ratio: 0.55%
- Other expenses: 0.28%

## Investment objective

The Carillon Chartwell Real Income Funds (Real Income Fund or the fund) investment objectives are to provide investors with current income and preserve inflation adjusted capital by seeking returns that exceed the rate of inflation over a complete market cycle.

## Advisers

- [Carillon Tower Advisers, Inc. (Advisor)](https://search.stillhousedata.com/firm/174904)
- [Chartwell Investment Partners, LLC (Subadvisor)](https://search.stillhousedata.com/firm/170335)

## Other filings by this registrant (15)

- [485APOS — 2026-05-11](https://search.stillhousedata.com/launch/0000898432-26-000349)
- [485APOS — 2026-03-02](https://search.stillhousedata.com/launch/0000898432-26-000141)
- [485APOS — 2026-02-13 (1 new series)](https://search.stillhousedata.com/launch/0000898432-26-000099)
- [485APOS — 2025-02-28](https://search.stillhousedata.com/launch/0000898432-25-000145)
- [485APOS — 2025-01-14 (4 new series)](https://search.stillhousedata.com/launch/0001193125-25-006219)
- [485APOS — 2024-02-23](https://search.stillhousedata.com/launch/0000898432-24-000154)
- [485APOS — 2021-12-08](https://search.stillhousedata.com/launch/0000898432-21-000759)
- [485APOS — 2017-12-22](https://search.stillhousedata.com/launch/0000898432-17-001322)
- [485APOS — 2017-06-30 (70 new series)](https://search.stillhousedata.com/launch/0000898432-17-000693)
- [485APOS — 2015-09-18 (24 new series)](https://search.stillhousedata.com/launch/0000898432-15-001101)
- [485APOS — 2012-12-14 (6 new series)](https://search.stillhousedata.com/launch/0000898432-12-001426)
- [485APOS — 2012-10-03 (6 new series)](https://search.stillhousedata.com/launch/0000898432-12-001093)

## More

- [Registrant profile: CARILLON SERIES TRUST](https://search.stillhousedata.com/registrant/897111)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000898432-22-000068.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.