CWSAX Mutual Fund

NAV$24.61

AUM$289,434.38

TER1.25%

Holdings91

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CWSAX Mutual Fund

NAV$24.61

Carillon Chartwell Small Cap Growth Fund Class A

AUM$289,434.38

TER1.25%

Holdings91

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of CWSAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

CWSAX Mutual Fund Sector Allocation

CWSAX sector allocation breaks down across Health Care (21.4%), Industrials (19.8%), Information Technology (18.6%), Financials (7.0%), Consumer Discretionary (6.8%). Across 91 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

CWSAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

CWSAX geographic allocation shows country exposure. CWSAX overlap calculator reveals how sector exposure compares with other funds.