Carillon Chartwell Real Income Fund Q1 2026 Commentary
2026-05-15·via All Articles on Seeking Alpha
Summary
The Carillon Chartwell Real Income Fund delivered strong relative and absolute performance in the first quarter.
The 1-year returns for the Fund’s I shares ranked in the 3rd percentile of its Morningstar US Fund Inflation-Protected Bond peer group.
Performance during the quarter benefited from the Fund’s allocation to energy equities. Although the portfolio’s equity exposure is capped at 15%, this allocation helped offset the impact of rising interest rates.
