CWFRX Mutual Fund

CWFRX Mutual Fund (Carillon Chartwell Short Duration High Yield Fund Class R6) is managed by Carillon Family of Funds with $172.9M in net assets. CWFRX expense ratio is 0.39%, holding 75 positions across sectors including Financials, Industrials, Health Care. Inception date: 2024-04-26.

CWFRX performance shows a YTD return of 1.06%. The 1-year return is 2.73% and the 5-year return is 3.93%. CWFRX dividend yield stands at 5.32%, paid monthly.

CWFRX 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 CWFRX holdings, CWFRX sectors, or CWFRX dividends.

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