CWSRX Mutual Fund

CWSRX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class R6) is managed by Carillon Family of Funds with $5.0M in net assets. CWSRX expense ratio is 0.85%, holding 91 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2024-04-26.

CWSRX performance shows a YTD return of 22.74%. The 1-year return is 39.63%. CWSRX dividend yield stands at 0.71%, paid annually.

CWSRX top holdings include Fixed Income Clearing Corporation (Ficc) - Creditag, Repo, 3.650%, 7/1/2026 (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 CWSRX holdings, CWSRX sectors, or CWSRX dividends.

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