Chartwell Short Duration Fund Quote

CWFAX Fund  USD 9.54  0.01  0.10%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Chartwell Short is trading at 9.54 as of the 23rd of March 2025; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 9.55. Chartwell Short has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.

Moving together with Chartwell Mutual Fund

  0.97VWEAX Vanguard High YieldPairCorr
  0.96VWEHX Vanguard High YieldPairCorr
  0.83BHYCX Blackrock Hi YldPairCorr
  0.88BHYIX Blackrock High YieldPairCorr
  0.7BHYSX Blackrock Hi YldPairCorr
  0.86BHYAX Blackrock High YieldPairCorr

Chartwell Mutual Fund Highlights

Fund ConcentrationHigh Yield Bond, Carillon Family of Funds, Carillon Family of Funds, High Yield Bond (View all Sectors)
Update Date31st of March 2025
Chartwell Short Duration [CWFAX] is traded in USA and was established 23rd of March 2025. The fund is listed under High Yield Bond category and is part of Carillon Family of Funds family. This fund currently has accumulated 20.73 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 -1.47% with the current yeild of 2.73%, while the total return for the last year was -5.11%.
Check Chartwell Short Probability Of Bankruptcy

Instrument Allocation

Chartwell Short Duration Risk Profiles

Chartwell Short Against Markets

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.
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