CWSAX Mutual Fund
CWSAX Mutual Fund
Carillon Chartwell Small Cap Growth Fund Class A

CWSAX Mutual Fund Overview
CWSAX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class A) is managed by Carillon Family of Funds with $255,331.52 in net assets. CWSAX expense ratio is 1.25%, holding 91 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2024-04-26.
CWSAX performance shows a YTD return of 23.09%. The 1-year return is 58.10%. CWSAX dividend yield stands at 0.64%, paid annually.
CWSAX top holdings include Other Assets (liabilities) (7.3%), Sterling Construction Co Inc (3.0%), Comfort Systems U.s.a., Inc. (2.9%), Macom Technology Solutions H (2.9%), Ftai Aviation Ltd (2.5%). View all CWSAX holdings, sector breakdown, or dividend history.
CWSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.