CWFCX Mutual Fund

CWFCX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class C) is managed by Carillon Family of Funds with $276,038.39 in net assets. CWFCX expense ratio is 1.52%, holding 75 positions across sectors including Financials, Industrials, Health Care. Inception date: 2024-04-26.

CWFCX performance shows a YTD return of 0.29%. The 1-year return is 1.54% and the 5-year return is 2.84%. CWFCX dividend yield stands at 4.13%, paid monthly.

CWFCX top holdings include Aph/Aph2/Aph3/Aquarian Sr Unsecured 144A 11/29 7.875 (2.6%), Clearway Energy Operating Llc Company Guar 144a 03/28 4.75 (2.5%), Gfl Environmental Inc 4.75 6/15/2029 (2.5%), Jazz Securities Dac 4.375 1/15/2029 (2.5%), Cco Holdings Llc 5 2/28 (2.5%). Go to all CWFCX holdings, CWFCX sectors, or CWFCX dividends.

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