CWSCX Mutual Fund
CWSCX Mutual Fund
Carillon Chartwell Small Cap Value Fund Class A

CWSCX Mutual Fund Overview
CWSCX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class A) is managed by Carillon Family of Funds with $13,191.95 in net assets. CWSCX expense ratio is 1.35%, holding 76 positions across sectors including Financials, Industrials, Unknown. Inception date: 2024-04-26.
CWSCX performance shows a YTD return of 22.89%. The 1-year return is 34.73%. CWSCX dividend yield stands at 17.67%, paid annually.
CWSCX 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 CWSCX holdings, sector breakdown, or dividend history.
CWSCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.