CWSIX Mutual Fund

CWSIX Mutual Fund (Carillon Chartwell Small Cap Value Fund Class I) is managed by Carillon Family of Funds with $42.4M in net assets. CWSIX expense ratio is 1.05%, holding 80 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2012-03-16.

CWSIX performance shows a YTD return of 15.03%. The 1-year return is 18.94% and the 5-year return is 7.11%. CWSIX dividend yield stands at 0.99%.

CWSIX 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 CWSIX holdings, CWSIX sectors, or CWSIX dividends.

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