CWSRX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class R6) is managed by Carillon Family of Funds with $4.6M in net assets. CWSRX expense ratio is 0.85%, holding 91 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2024-04-26.

CWSRX performance shows a YTD return of 34.12%. The 1-year return is 58.64%. CWSRX dividend yield stands at 0.64%, 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 U.s.a., Inc. (2.9%), Macom Technology Solutions Holdings, Inc. (2.9%), Ftai Aviation Ltd (2.5%). View all CWSRX holdings, sector breakdown, or dividend history.

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