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Carillon Chartwell Small Cap Value Class I (CWSIX)

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15.03 +0.09 +0.60%

03/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 79.09M

Type: Fund

Market: United States

Issuer: Chartwell Investment Partners

Asset Class: Equity

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CWSIX Overview

Find basic information about the Carillon Chartwell Small Cap Value Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CWSIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 19.54%

Prev. Close14.94

Risk Rating

TTM Yield0.91%

ROE10.25%

IssuerChartwell Investment Partners

Turnover15%

ROA3.21%

Inception Date40984

Total Assets79.09M

Expenses1.05%

Min. Investment1,000

Market Cap3.29B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1194	1102	1325	1289	1456	2024
Fund Return	19.41%	10.2%	32.53%	8.82%	7.8%	7.31%
Place in category	163	63	161	211	414	288
% in Category	31	17	32	52	93	82

Top Equity Funds by Carillon Family of Funds

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Berwyn Income		249.16M	8.59	2.22	3.41

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	22.72B	21.77	10.34	9.73
DFA US Small Cap Value I	16.39B	18.96	12.95	9.76
DFA US Targeted Value I	13.54B	18.32	12.33	10.16
Vanguard Small Cap Value Index I	6.71B	21.77	10.35	9.74
Pear Tree Polaris Small Cap Ord	3.97B	18.75	10.14	7.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
TXNM Energy	US69349H1077	2.15	47.18	-3.75%
Cushman & Wakefield	GB00BFZ4N465	2.14	12.85	+0.20%
Kemper	US4884011002	2.06	65.12	-1.94%
Columbus McKinnon	US1993331057	2.02	36.94	+0.44%
Old National Bancorp	US6800331075	1.92	21.26	-0.98%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Chartwell Small C.	15.03	+0.09	+0.60%