Chartwell Short Duration Fund Quote

CWFAX Fund  USD 9.56  0.01  0.10%   

Performance

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Odds Of Distress

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Low
Chartwell Short is trading at 9.56 as of the 26th of February 2025; that is 0.10 percent up 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 27th of January 2025 and ending today, the 26th of February 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

Moving together with Chartwell Mutual Fund

  0.98CWFIX Chartwell Short DurationPairCorr
  0.99CWFCX Carillon Chartwell ShortPairCorr
  0.98CWFRX Carillon Chartwell ShortPairCorr

Moving against Chartwell Mutual Fund

  0.65CWSIX Chartwell Small CapPairCorr
  0.65CWSHX Carillon Chartwell SmallPairCorr
  0.65CWSCX Carillon Chartwell SmallPairCorr
  0.65CWSWX Carillon Chartwell SmallPairCorr
  0.64UMBHX Scout Small CapPairCorr
  0.59CWSGX Chartwell Small CapPairCorr

Chartwell Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, High Yield Bond Funds, High Yield Bond, Carillon Family of Funds, Carillon Family of Funds, High Yield Bond (View all Sectors)
Update Date31st of December 2024
Chartwell Short Duration [CWFAX] is traded in USA and was established 26th of February 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. 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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