CSSAX Mutual Fund

CSSAX Mutual Fund (Carillon Chartwell Small Cap Fund Class A) is managed by Carillon Family of Funds with $18.5M in net assets. CSSAX expense ratio is 1.14%, holding 88 positions across sectors including Industrials, Health Care, Information Technology. 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 7.44%. CSSAX dividend yield stands at 47.16%, paid annually.

CSSAX top holdings include Sterling Construction Company Inc (3.6%), Comfort Systems USA Inc. (3.1%), Macom Technology Solutions Holdings, Inc. (3.0%), Fabrinet (2.5%), FTAI Aviation Ltd (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.