Carillon Chartwell Small Fund Quote

CWSWX Fund   15.29  0.11  0.72%   

Performance

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Odds Of Distress

Less than 22

 
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Carillon Chartwell is trading at 15.29 as of the 30th of January 2025; that is 0.72% up since the beginning of the trading day. The fund's open price was 15.18. Carillon Chartwell has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. 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

  0.99HIGCX Eagle Growth IncomePairCorr

Moving against Carillon Mutual Fund

  0.48CWFIX Chartwell Short DurationPairCorr
  0.47CWFAX Chartwell Short DurationPairCorr
  0.46CWFRX Carillon Chartwell ShortPairCorr
  0.36CWFCX Carillon Chartwell ShortPairCorr

Carillon Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Small Value Funds, Small Value, Carillon Family of Funds (View all Sectors)
Update Date31st of December 2024
Carillon Chartwell Small [CWSWX] is traded in USA and was established 30th of January 2025. 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.
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