CWSAX Mutual Fund

CWSAX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class A) is managed by Carillon Family of Funds with $322,718.45 in net assets. CWSAX expense ratio is 1.25%, holding 91 positions across sectors including Industrials, Health Care, Information Technology. 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 Diebold 7.75% 03/30 (7.3%), Sterling Construction Company Inc (3.0%), Comfort Systems USA Inc. (2.9%), Macom Technology Solutions Holdings, Inc. (2.9%), FTAI Aviation Ltd (2.5%). 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.