CWFCX Mutual Fund

CWFCX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class C) is managed by Carillon Family of Funds with $280,397.91 in net assets. CWFCX expense ratio is 1.52%, holding 80 positions across various sectors. Inception date: 2024-04-26.

CWFCX performance shows a YTD return of 1.20%. The 1-year return is 3.22% and the 5-year return is 2.84%. CWFCX dividend yield stands at 3.82%, paid monthly.

CWFCX top holdings include Bank Of Montreal 5.266 12/11/2026 (5.2%), PURCHASED USD / SOLD GBP (2.5%), Ukraine Governme S/Up 02/01/32 (2.5%), Wallonie State Of Mtn Regs 1.25% Jun 22, 2071 (2.5%), Ftai Aviation Investors (Ftai 5 1/2 05/01/28) (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.