CWSHX Mutual Fund

CWSHX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class C) is managed by Carillon Family of Funds with $12,841.14 in net assets. CWSHX expense ratio is 2.10%, holding 80 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2024-04-26.

CWSHX performance shows a YTD return of 23.00%. The 1-year return is 23.40% and the 5-year return is 7.27%. CWSHX dividend yield stands at 17.03%, paid annually.

CWSHX top holdings include U.S. Bank Money Market Deposit Account (2.8%), Helios Technologies Inc (2.5%), Bruker Corp. (2.4%), Selective Insurance Group Inc (2.0%), Roche Holding Ag- Genusschein (1.9%). Go to all CWSHX holdings, CWSHX sectors, or CWSHX dividends.

CWSHX can be compared against other funds. Use CWSHX overlap to find shared positions, or CWSHX vs another fund for a side-by-side view. CWSHX alternatives are available via the screener, along with tax-loss harvesting opportunities.