CWFAX Mutual Fund

CWFAX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class A) is managed by Carillon Family of Funds with $72,993.05 in net assets. CWFAX expense ratio is 0.70%, holding 72 positions across sectors including Financials, Industrials, Utilities. Inception date: 2024-04-26.

CWFAX performance shows a YTD return of 1.88%. The 1-year return is 2.91% and the 5-year return is 3.63%. CWFAX dividend yield stands at 4.92%, paid monthly.

CWFAX top holdings include U.S. Bank Money Market Deposit Account 06/01/2031 (3.6%), Transdigm Inc Sr Secured 144A 03/29 6.375 6.375 03/01/2029 (2.4%), Clearway Energy Operating Llc Company Guar 144a 03/28 4.75 (2.4%), Cco Holdings Llc 5 2/28 (2.4%), Jazz Securities Dac 4.375 1/15/2029 (2.4%). Go to all CWFAX holdings, CWFAX sectors, or CWFAX dividends.

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