CSSAX Mutual Fund

CSSAX Mutual Fund (Carillon Chartwell Small Cap Fund Class A) is managed by Carillon Family of Funds with $17.2M in net assets. CSSAX expense ratio is 1.14%, holding 88 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2017-11-20.

CSSAX performance shows a YTD return of 21.80%. The 1-year return is 41.14% and the 5-year return is 7.45%. CSSAX dividend yield stands at 47.16%, paid annually.

CSSAX top holdings include Macom Technology Solutions Holdings, Inc. (3.8%), U.S. Bank Money Market Deposit Account (3.6%), Silicon Motion Technology Corp (3.5%), Sterling Construction Company Inc (3.0%), Credo Technology Group Holding Shares (2.5%). Go to all CSSAX holdings, CSSAX sectors, or CSSAX dividends.

CSSAX can be compared against other funds. Use CSSAX overlap to find shared positions, or CSSAX vs another fund for a side-by-side view. CSSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.