Chartwell Small Financials
| CWSIX Fund | USD 14.32 0.20 1.42% |
Chartwell |
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.
Chartwell Small Fund Summary
Chartwell Small competes with Chartwell Short, Carillon Chartwell, Chartwell Short, Carillon Chartwell, and Eagle Growth. The fund normally invests at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization within the range of the Russell 2000 Value Index during the most recent 12-month period. The fund may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4614182610 |
| Business Address | Chartwell Funds |
| Mutual Fund Family | Carillon Family of Funds |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 995 5505 |
| Currency | USD - US Dollar |
Chartwell Small Key Financial Ratios
Chartwell Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Chartwell Small's current stock value. Our valuation model uses many indicators to compare Chartwell Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Chartwell Small competition to find correlations between indicators driving Chartwell Small's intrinsic value. More Info.Chartwell Small Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Chartwell Small Cap is roughly 11.48 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Chartwell Small's earnings, one of the primary drivers of an investment's value.Chartwell Small Thematic Clasifications
Chartwell Small Cap is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Chartwell Small Cap is second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 2.5 Billion. Chartwell Small claims roughly 47.5 Million in net asset contributing just under 2% to funds listed under Small Value category.| Small Growth Funds | View |
Chartwell Small February 14, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Chartwell Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Chartwell Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Chartwell Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Chartwell Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Chartwell Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9327 | |||
| Information Ratio | 0.1845 | |||
| Maximum Drawdown | 28.32 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 2.79 |
Other Information on Investing in Chartwell Mutual Fund
Chartwell Small 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 Small security.
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