CWSAX Mutual Fund

CWSAX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class A) is managed by Carillon Family of Funds with $330,195.37 in net assets. CWSAX expense ratio is 1.25%, holding 91 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2024-04-26.

CWSAX performance shows a YTD return of 22.48%. The 1-year return is 39.22% and the 5-year return is 10.19%. CWSAX dividend yield stands at 0.71%, paid annually.

CWSAX top holdings include U.S. Bank Money Market Deposit Account (5.3%), Macom Technology Solutions Holdings, Inc. (3.8%), Silicon Laboratories Inc - Common (3.6%), Sterling Construction Co Inc (3.0%), Credo Techhnology Group (2.4%). Go to all CWSAX holdings, CWSAX sectors, or CWSAX dividends.

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