CWSHX Mutual Fund
CWSHX Mutual Fund
CWSHX Mutual Fund
Carillon Chartwell Small Cap Value Fund Class C
CWSHX Mutual Fund Overview
CWSHX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class C) is managed by Carillon Family of Funds with $13,330.98 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 15.22%. The 1-year return is 17.66% and the 5-year return is 7.27%.
CWSHX top holdings include Bruker Corp. (2.8%), Brooks Automation Inc (2.1%), Valvoline Inc (1.9%), Roche Holding Ag- Genusschein (1.9%), Selective Insurance Group Inc (1.8%). 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.