CWSGX Mutual Fund

CWSGX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class I) is managed by Carillon Family of Funds with $191.3M in net assets. CWSGX expense ratio is 0.95%, holding 91 positions across sectors including Industrials, Health Care, Information Technology. 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 0.71%, paid annually.

CWSGX top holdings include Qualcomm Inc Sr Unsecured 05/32 1.65 (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 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.