CWSHX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class C) is managed by Carillon Family of Funds with $13,693.57 in net assets. CWSHX expense ratio is 2.10%, holding 76 positions across sectors including Financials, Unknown, Industrials. Inception date: 2024-04-26.

CWSHX performance shows a YTD return of 22.21%. The 1-year return is 33.82%. CWSHX dividend yield stands at 16.97%, paid annually.

CWSHX top holdings include Ipg Photonics (2.3%), Diodes Inc 0.00000000 (2.2%), Helios Technologies Inc (2.1%), Ichor Holdings, Ltd. (2.1%), Weatherford International Pl (2.1%). View all CWSHX holdings, sector breakdown, or dividend history.

CWSHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.