CWFIX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class I) is managed by Carillon Family of Funds with $164.7M in net assets. CWFIX expense ratio is 0.49%, holding 80 positions across sectors including Other. Inception date: 2014-07-15.

CWFIX performance shows a YTD return of 1.72%. The 1-year return is 4.38% and the 5-year return is 3.53%. CWFIX dividend yield stands at 4.71%, paid monthly.

CWFIX top holdings include Nouryon Finance Tl (5.2%), Block Inc (Xyz 5 5/8 08/15/30) (2.5%), Purchased USD / Sold KRW (2.5%), Qqq Us 07/24/26 P650 (2.5%), Ftai Aviation Investors (Ftai 5 1/2 05/01/28) (2.4%). View all CWFIX holdings, sector breakdown, or dividend history.

CWFIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.