CWSWX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class R6) is managed by Carillon Family of Funds with $25,604.04 in net assets. CWSWX expense ratio is 0.95%, holding 76 positions across sectors including Financials, Industrials, Unknown. Inception date: 2024-04-26.

CWSWX performance shows a YTD return of 23.20%. The 1-year return is 35.27%. CWSWX dividend yield stands at 18.64%, paid annually.

CWSWX 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 CWSWX holdings, sector breakdown, or dividend history.

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