CWSHX Mutual Fund

CWSHX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class C) is managed by Carillon Family of Funds with $13,697.26 in net assets. CWSHX expense ratio is 2.10%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-04-26.

CWSHX performance shows a YTD return of 24.78%. The 1-year return is 34.43% and the 5-year return is 7.27%. CWSHX dividend yield stands at 16.78%, paid annually.

CWSHX top holdings include Carmax Select Receivables Trust, Series 2024-A, Class D, 6.27% 12/16/2030 (2.8%), Helios Technologies (2.5%), Bruker Corporation (2.4%), Selective Ins Group Inc (2.0%), Roche Hldg-genus (1.9%). Go to all CWSHX holdings, CWSHX sectors, or CWSHX dividends.

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