Chartwell Short is trading at 9.66 as of the 29th of January 2026; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.65. Chartwell Short has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
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. More on Chartwell Short Duration
Chartwell Short Duration [CWFIX] is traded in USA and was established 29th of January 2026. Chartwell Short is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Carillon Family of Funds family. This fund currently has accumulated 297.97 M in assets under management (AUM) with minimum initial investment of 1 K. Chartwell Short Duration is currently producing year-to-date (YTD) return of 0.21% with the current yeild of 0.05%, while the total return for the last 3 years was 6.43%.
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The fund holds about 95.85% of assets under management (AUM) in fixed income securities. Chartwell Short Duration last dividend was 0.02 per share. Large For more info on Chartwell Short Duration please contact the company at 888-995-5505.
Chartwell Short issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Chartwell Short Duration uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Chartwell bonds can be classified according to their maturity, which is the date when Chartwell Short Duration has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Chartwell Short intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Chartwell Short mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Chartwell Short's time-series forecasting models are one of many Chartwell Short's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Chartwell Short's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.