CWSBX Mutual Fund

CWSBX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class C) is managed by Carillon Family of Funds with $201,690.06 in net assets. CWSBX expense ratio is 2.00%, holding 96 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2024-04-26.

CWSBX performance shows a YTD return of 10.96%. The 1-year return is 13.68% and the 5-year return is 9.38%. CWSBX dividend yield stands at 0.05%, paid annually.

CWSBX 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 CWSBX holdings, CWSBX sectors, or CWSBX dividends.

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