CWSCX Mutual Fund

CWSCX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class A) is managed by Carillon Family of Funds with $13,378.95 in net assets. CWSCX expense ratio is 1.35%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-04-26.

CWSCX performance shows a YTD return of 25.30%. The 1-year return is 35.43% and the 5-year return is 8.09%. CWSCX dividend yield stands at 17.46%, paid annually.

CWSCX top holdings include U.S. Bank Money Market Deposit Account (2.8%), Helios Technologies (2.5%), Bruker Corporation (2.4%), Selective Ins Group Inc (2.0%), Roche Hldg-genus (1.9%). Go to all CWSCX holdings, CWSCX sectors, or CWSCX dividends.

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