Chartwell Short Mutual Fund Money Managers

CWFAX Fund  USD 9.51  0.01  0.11%   
Break down of Chartwell Short's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Chartwell Short's future under-performance.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Chartwell Short Duration. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices.
Symbol  CWFAX
Name  Chartwell Short Duration
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Chartwell Short Duration Leadership is currently not available.

If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  

Chartwell Short Net Asset Comparison

Chartwell Short Duration is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of High Yield Bond category is currently estimated at about 2.49 Billion. Chartwell Short maintains roughly 20.73 Million in net asset contributing less than 1% to all funds under High Yield Bond category.

Chartwell Short Duration Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Chartwell Short Duration Price Series Summation is a cross summation of Chartwell Short price series and its benchmark/peer.

About Chartwell Short Management Performance

The success or failure of an entity such as Chartwell Short Duration often depends on how effective the management is. Chartwell Short management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Chartwell management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Chartwell management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. It may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

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.
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like