Carillon Chartwell Small Fund Quote
| CWSWX Fund | 14.18 0.12 0.84% |
PerformanceGood
| Odds Of DistressLow
|
Carillon Chartwell is trading at 14.18 as of the 20th of July 2025; that is 0.84% down since the beginning of the trading day. The fund's open price was 14.3. Carillon Chartwell has less than a 18 % 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 21st of April 2025 and ending today, the 20th of July 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
Carillon Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Small Value Funds, Small Value, Carillon Family of Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Carillon Chartwell Small [CWSWX] is traded in USA and was established 20th of July 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 with the current yeild of 0.01%.
Check Carillon Chartwell Probability Of Bankruptcy
Carillon Chartwell Small Risk Profiles
| Mean Deviation | 1.07 | |||
| Semi Deviation | 0.992 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.88 |
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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