CWSBX Mutual Fund

CWSBX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class C) is managed by Carillon Family of Funds with $286,269.18 in net assets. CWSBX expense ratio is 2.00%, holding 91 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2024-04-26.

CWSBX performance shows a YTD return of 21.99%. The 1-year return is 38.15% and the 5-year return is 9.38%. CWSBX dividend yield stands at 0.72%, paid annually.

CWSBX top holdings include Other Assets (liabilities) (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 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.