Carillon Eagle Growth & Income Fund’s Q4 2025 Investor Letter

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter, “Carillon Eagle Growth & Income Fund”. 2025 marked a positive period for the equity market. The S&P 500 Index returned 2.7% in Q4 and finished the year up 17.9%. The year started with potential disruptions and heightened volatility, while it ended with optimism driven by strong AI investment, clarity in policies, and U.S. Federal Reserve (Fed) interest rate cuts. The market’s performance was significantly affected by the communication services and technology sectors. From a return‑driver standpoint, the market expansion in the year was driven by earnings growth. The firm observes favorable conditions as 2026 approaches and believes it can achieve another year of strong equity returns. The Fund holds net assets of $493.06 million across 48 holdings. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.

A copy of Carillon Eagle Growth & Income Fund’s Q4 2025 investor letter can be downloaded here.