CWSGX Mutual Fund
CWSGX Mutual Fund
Carillon Chartwell Small Cap Growth Fund Class I
CWSGX Mutual Fund Overview
CWSGX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class I) is managed by Carillon Family of Funds with $180.8M in net assets. CWSGX expense ratio is 0.95%, holding 91 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 2017-06-16.
CWSGX performance shows a YTD return of 34.07%. The 1-year return is 58.48% and the 5-year return is 17.55%. CWSGX dividend yield stands at 0.64%, paid annually.
CWSGX top holdings include Purchased Usd / Sold Gbp (7.3%), Sterling Construction Co Inc (3.0%), Comfort Systems USA Inc. (2.9%), Macom Technology Solutions Holdings (2.9%), Ftai Aviation Ltd (2.5%). View all CWSGX holdings, sector breakdown, or dividend history.
CWSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.