CWFRX Mutual Fund

CWFRX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class R6) is managed by Carillon Family of Funds with $170.2M in net assets. CWFRX expense ratio is 0.39%, holding 80 positions across sectors including Financials, Industrials, Health Care. Inception date: 2024-04-26.

CWFRX performance shows a YTD return of 1.78%. The 1-year return is 4.26% and the 5-year return is 3.93%. CWFRX dividend yield stands at 4.82%, paid monthly.

CWFRX 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 CWFRX holdings, CWFRX sectors, or CWFRX dividends.

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