CWFAX Mutual Fund

CWFAX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class A) is managed by Carillon Family of Funds with $73,797.51 in net assets. CWFAX expense ratio is 0.70%, holding 80 positions across sectors including Financials, Industrials, Health Care. Inception date: 2024-04-26.

CWFAX performance shows a YTD return of 1.60%. The 1-year return is 3.93% and the 5-year return is 3.63%. CWFAX dividend yield stands at 4.50%, paid monthly.

CWFAX top holdings include Aph/Aph2/Aph3/ 7.875% 11/01/29 (2.6%), Clearway Energy Operating Llc Company Guar 144a 03/28 4.75 (2.5%), Ca Gfl Environmental 4 3/4% Due 29 144A (2.5%), Jazz Securities Dac 4.375 1/15/2029 (2.5%), Cco Holdings Llc / Cco Holding Sr Unsecured 144a 02/28 5 (2.5%). 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.