Chartwell Short is trading at 9.64 as of the 1st of October 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.63. Chartwell Short has less than a 15 % 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 3rd of July 2025 and ending today, the 1st of October 2025. 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 1st of October 2025. 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 232.16 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 4.05% with the current yeild of 0.05%, while the total return for the last 3 years was 6.01%.
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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.