CWSIX Mutual Fund

CWSIX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class I) is managed by Carillon Family of Funds with $47.6M in net assets. CWSIX expense ratio is 1.05%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2012-03-16.

CWSIX performance shows a YTD return of 25.49%. The 1-year return is 35.81% and the 5-year return is 7.87%. CWSIX dividend yield stands at 17.79%, paid annually.

CWSIX top holdings include Ipg Photonics Corp. (2.3%), Diodes Inc 0.00000000 (2.2%), Helios Technologies Inc (2.1%), Ichor Holdings Ltd (2.1%), Weatherford International Pl (2.1%). Go to all CWSIX holdings, CWSIX sectors, or CWSIX dividends.

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