CWSWX Mutual Fund

CWSWX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class R6) is managed by Carillon Family of Funds with $26,741.99 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 18.41%, paid annually.

CWSWX 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 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.