CWSBX Mutual Fund
CWSBX Mutual Fund
Carillon Chartwell Small Cap Growth Fund Class C

CWSBX Mutual Fund Overview
CWSBX Mutual Fund (Carillon Chartwell Small Cap Growth Fund Class C) is managed by Carillon Family of Funds with $250,118.62 in net assets. CWSBX expense ratio is 2.00%, holding 91 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2024-04-26.
CWSBX performance shows a YTD return of 22.49%. The 1-year return is 56.88%. CWSBX dividend yield stands at 0.64%, paid annually.
CWSBX top holdings include Port Authority Of New York & New Jersey 5.31%08/01/2046 (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 CWSBX holdings, sector breakdown, or dividend history.
CWSBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.