CWSIX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class I) is managed by Carillon Family of Funds with $45.8M in net assets. CWSIX expense ratio is 1.05%, holding 76 positions across sectors including Financials, Industrials, Unknown. Inception date: 2012-03-16.

CWSIX performance shows a YTD return of 23.15%. The 1-year return is 35.20% and the 5-year return is 7.16%. CWSIX dividend yield stands at 18.00%, paid annually.

CWSIX top holdings include Ipg Photonics Corp. (2.3%), Diodes Inc (2.2%), Helios Technologies Inc (2.1%), Ichor Holdings Ltd (2.1%), Weatherford International Pl (2.1%). View all CWSIX holdings, sector breakdown, or dividend history.

CWSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.