CSSVX Mutual Fund
CSSVX Mutual Fund
CSSVX Mutual Fund
Carillon Chartwell Small Cap Fund Class R-6
CSSVX Mutual Fund Overview
CSSVX Mutual Fund (Carillon Chartwell Small Cap Fund Class R-6) is managed by Carillon Family of Funds with $4.1M in net assets. CSSVX expense ratio is 0.80%, holding 96 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2017-11-20.
CSSVX performance shows a YTD return of 13.15%. The 1-year return is 16.20% and the 5-year return is 5.67%. CSSVX dividend yield stands at 50.74%, paid annually.
CSSVX top holdings include Silicon Motion Technology Corp., ADR (3.4%), Macom Technology Solutions Holdings, Inc. (2.9%), Guardant Health, Inc (2.6%), U.S. Bank Money Market Deposit Account 06/01/2031 (2.4%), Onto Innovation Inc (1.8%). 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.