CWFCX Mutual Fund

CWFCX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class C) is managed by Carillon Family of Funds with $276,806.55 in net assets. CWFCX expense ratio is 1.52%, holding 72 positions across sectors including Financials, Industrials, Utilities. Inception date: 2024-04-26.

CWFCX performance shows a YTD return of 1.28%. The 1-year return is 2.08% and the 5-year return is 2.84%. CWFCX dividend yield stands at 4.10%, paid monthly.

CWFCX 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%), Jazz Securities Dac 4.375 1/15/2029 (2.4%), Cco Holdings Llc 5 2/28 (2.4%). Go to all CWFCX holdings, CWFCX sectors, or CWFCX dividends.

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