Chartwell Short Mutual Fund Money Managers

CWFIX Fund  USD 9.65  0.01  0.10%   
Break down of Chartwell Short's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Chartwell Short's future under-performance.
  
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Symbol  CWFIX
Name  Chartwell Short Duration
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Chartwell Short Duration Leadership is currently not available.

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Some institutional investors establish a significant position in mutual funds such as Chartwell Short in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Chartwell Short, and when they decide to sell, the mutual fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Chartwell Short Net Asset Comparison

Chartwell Short Duration is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of High Yield Bond category is currently estimated at about 11.08 Billion. Chartwell Short holds roughly 297.97 Million in net asset claiming about 2.69% of all funds under High Yield Bond category.

Chartwell Short Duration Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Chartwell Short Duration Price Series Summation is a cross summation of Chartwell Short price series and its benchmark/peer.
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About Chartwell Short Management Performance

The success or failure of an entity such as Chartwell Short Duration often depends on how effective the management is. Chartwell Short management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Chartwell management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Chartwell management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities. High yield debt securities, also referred to as junk bonds, are securities rated below the Baa3 category at the time of purchase or, if unrated, determined to be of comparable credit quality by the funds sub-adviser. It may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Chartwell Mutual Fund

Chartwell Short financial ratios help investors to determine whether Chartwell Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Chartwell with respect to the benefits of owning Chartwell Short security.
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