CWSWX Mutual Fund

CWSWX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class R6) is managed by Carillon Family of Funds with $25,487.65 in net assets. CWSWX expense ratio is 0.95%, holding 76 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-04-26.

CWSWX performance shows a YTD return of 25.63%. The 1-year return is 35.98% and the 5-year return is 8.43%. CWSWX dividend yield stands at 18.67%, paid annually.

CWSWX top holdings include U.S. Bank Money Market Deposit Account (2.8%), Helios Technologies Inc (2.5%), Bruker Corp. (2.4%), Selective Insurance Group Inc (2.0%), Rogers Corp (1.9%). Go to all CWSWX holdings, CWSWX sectors, or CWSWX dividends.

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