CWSGX Mutual Fund
CWSGX Mutual Fund
CWSGX Mutual Fund
Carillon Chartwell Small Cap Growth Fund Class I
CWSGX Mutual Fund Overview
CWSGX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class I) is managed by Carillon Family of Funds with $178.7M in net assets. CWSGX expense ratio is 0.95%, holding 91 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2017-06-16.
CWSGX performance shows a YTD return of 22.74%. The 1-year return is 39.63% and the 5-year return is 10.50%. CWSGX dividend yield stands at 0.73%, paid annually.
CWSGX top holdings include U.S. Bank Money Market Deposit Account (5.3%), Macom Technology Solutions Holdings, Inc. (3.8%), Silicon Motion Technology Corp (3.6%), Sterling Construction Company Inc (3.0%), Credo Technologynology Group Holdi (2.4%). Go to all CWSGX holdings, CWSGX sectors, or CWSGX dividends.
CWSGX can be compared against other funds. Use CWSGX overlap to find shared positions, or CWSGX vs another fund for a side-by-side view. CWSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.