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Front-End Sales Load: Class I shares
will have no front-end sales load.
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Contingent Deferred Sales Charge (“CDSC”): Class I shares will have no CDSC.
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Minimum Purchase Amount: For
individual investors, the minimum initial purchase will be $10,000, while fee-based plan sponsors set their own minimum requirements.
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Eligibility: Class I shares will be
available to individual investors and qualified institutions with a minimum investment of $10,000. A Fund may waive this minimum amount at its discretion. Qualified institutions include corporations, banks, insurance companies,
endowments, foundations and trusts. Class I shares also will be available to investors purchasing through a financial intermediary within a “wrap,” asset allocation or other fee based advisory program (“Fee Based Program”), provided that
the Fee Based Program sponsor has selected this class of shares as an acceptable investment for this Fee Based Program and entered into a distribution arrangement with the Funds’ distributor for the Fee Based Program. For wrap accounts,
minimum investments for initial and subsequent purchases will be set by the Fee Based Program sponsor. You must contact your intermediary to purchase Class I shares in this manner. Class I shares may be available on brokerage platforms
of firms that have agreements with the Funds’ distributor to offer such shares solely when acting as an agent for the investor. An investor transacting in the Class I shares through such a firm may be required to pay a commission and/or
other forms of compensation to the financial intermediary in an amount determined and separately disclosed to the investor by the financial intermediary. Because the Funds are not parties to any such commission arrangement between you and
your financial intermediary, any purchases and redemptions of Class I shares will be made at the applicable net asset value (before imposition of the sales commission). Any such
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commissions charged by a financial intermediary are not reflected in the fees and expenses listed
in the “Fees and Expenses of the Fund” section of the Fund Summary for each applicable Fund nor are they reflected in the performance information shown in the prospectus for the Funds because they are not charged by the Fund.
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Distribution Expenses Pursuant to Rule 12b-1: The Funds will adopt a distribution plan for Class I shares pursuant to Rule 12b-1 under the Investment Company Act of 1940. The distribution plan will allow a Fund to pay distribution and service fees for the sale of shares
and for services provided to shareholders. Because these fees are paid out of a Fund’s assets on an ongoing basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales
charges. The Funds will not incur any direct distribution expenses related to Class I shares. However, Carillon Tower or any third party may make payments for the sale and distribution of Class I shares from its own resources.
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