CSSVX Mutual Fund

CSSVX Mutual Fund (Carillon Chartwell Small Cap Fund Class R-6) is managed by Carillon Family of Funds with $5.7M in net assets. CSSVX expense ratio is 0.80%, holding 88 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2017-11-20.

CSSVX performance shows a YTD return of 22.03%. The 1-year return is 41.63% and the 5-year return is 7.80%. CSSVX dividend yield stands at 47.05%, paid annually.

CSSVX 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 CSSVX holdings, CSSVX sectors, or CSSVX dividends.

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