Carillon Chartwell Small Fund Quote

CWSCX Fund   23.18  0.36  1.58%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Carillon Chartwell is trading at 23.18 as of the 26th of November 2024; that is 1.58% up since the beginning of the trading day. The fund's open price was 22.82. Carillon Chartwell 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. Equity ratings for Carillon Chartwell Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Carillon Chartwell Small

Moving together with Carillon Mutual Fund

  0.7CWFIX Chartwell Short DurationPairCorr
  0.73CWFAX Chartwell Short DurationPairCorr
  0.69CWFRX Carillon Chartwell ShortPairCorr
  0.79HIGCX Eagle Growth IncomePairCorr
  0.79HIGJX Eagle Growth IncomePairCorr

Moving against Carillon Mutual Fund

  0.71SCPEX Carillon Reams CorePairCorr
  0.69SCCIX Scout E BondPairCorr
  0.58SUBEX Carillon Reams UnconPairCorr
  0.56SUBDX Carillon Reams UnconPairCorr
  0.53SUBFX Scout Unconstrained BondPairCorr
  0.51SUBTX Carillon Reams UnconPairCorr

Carillon Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Small Value Funds, Small Value, Carillon Family of Funds (View all Sectors)
Update Date30th of September 2024
Carillon Chartwell Small [CWSCX] is traded in USA and was established 26th of November 2024. Carillon Chartwell is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Carillon Family of Funds family. Carillon Chartwell Small currently has accumulated 75.48 M in assets under management (AUM) with no minimum investment requirements
Check Carillon Chartwell Probability Of Bankruptcy

Carillon Chartwell Small Risk Profiles

Carillon Chartwell Against Markets

Other Information on Investing in Carillon Mutual Fund

Carillon Chartwell financial ratios help investors to determine whether Carillon 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 Carillon with respect to the benefits of owning Carillon Chartwell security.
Instant Ratings
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