CWSAX Mutual Fund

CWSAX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class A) is managed by Carillon Family of Funds with $325,094.31 in net assets. CWSAX expense ratio is 1.25%, holding 96 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2024-04-26.

CWSAX performance shows a YTD return of 11.70%. The 1-year return is 14.54% and the 5-year return is 10.19%. CWSAX dividend yield stands at 0.04%, paid annually.

CWSAX top holdings include Silicon Motion Technology Corp., ADR (3.6%), U.S. Bank Money Market Deposit Account 06/01/2031 (3.1%), Macom Technology Solutions Holdings, Inc. (2.8%), Guardant Health, Inc (2.6%), Onto Innovation Inc (1.9%). 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.