CWFIX Mutual Fund

CWFIX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class I) is managed by Carillon Family of Funds with $167.4M in net assets. CWFIX expense ratio is 0.49%, holding 80 positions across sectors including Financials, Industrials, Health Care. Inception date: 2014-07-15.

CWFIX performance shows a YTD return of 1.73%. The 1-year return is 4.16% and the 5-year return is 3.87%. CWFIX dividend yield stands at 4.73%, paid monthly.

CWFIX 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 CWFIX holdings, CWFIX sectors, or CWFIX dividends.

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