Chartwell Short Duration Fund Quote
| CWFIX Fund | USD 9.65 0.01 0.10% |
PerformanceGood
| Odds Of DistressLow
|
Chartwell Short is trading at 9.65 as of the 26th of February 2026; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.64. Chartwell Short has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of November 2025 and ending today, the 26th of February 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
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Chartwell Mutual Fund Highlights
| Thematic Idea | Long Short Funds (View all Themes) |
| Fund Concentration | Carillon Family of Funds, Large Funds, High Yield Bond Funds, Long Short Funds, High Yield Bond, Carillon Family of Funds, Large, High Yield Bond (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of May 2025 |
| Fiscal Year End | December |
Chartwell Short Duration [CWFIX] is traded in USA and was established 26th of February 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. The entity is thematically classified as Long Short Funds. This fund currently has accumulated 301.15 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 0.63% with the current yeild of 0.05%, while the total return for the last 3 years was 6.84%.
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Instrument Allocation
Chartwell Short Duration Risk Profiles
| Mean Deviation | 0.0599 | |||
| Standard Deviation | 0.0936 | |||
| Variance | 0.0088 | |||
| Risk Adjusted Performance | 0.1366 |
Chartwell Short Against Markets
Chartwell Mutual Fund Analysis Notes
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 Duration Investment Alerts
| The fund holds about 95.85% of its assets under management (AUM) in fixed income securities |
Chartwell Short Thematic Classifications
In addition to having Chartwell Short mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Long Short FundsFunds investing in assets with both short and long positions |
Chartwell Short Outstanding Bonds
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 Predictive Daily Indicators
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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.65 | |||
| Day Typical Price | 9.65 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 | |||
| Relative Strength Index | 76.64 |
Chartwell Short Forecast Models
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.
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