Chartwell Short Duration Fund Quote
| CWFIX Fund | USD 9.54 0.02 0.21% |
PerformanceSolid
| Odds Of DistressLow
|
Chartwell Short is trading at 9.54 as of the 23rd of March 2025; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 9.52. 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 23rd of December 2024 and ending today, the 23rd of March 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
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Chartwell Mutual Fund Highlights
| Thematic Idea | Junk Bonds Funds (View all Themes) |
| Fund Concentration | Carillon Family of Funds, Large Funds, High Yield Bond Funds, Junk Bonds Funds, High Yield Bond, Carillon Family of Funds, Large, High Yield Bond (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Chartwell Short Duration [CWFIX] is traded in USA and was established 23rd of March 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 Junk Bonds 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 1.52% with the current yeild of 0.0%, while the total return for the last 3 years was 4.9%.
Check Chartwell Short Probability Of Bankruptcy
Instrument Allocation
Chartwell Short Duration Risk Profiles
| Mean Deviation | 0.0783 | |||
| Standard Deviation | 0.1032 | |||
| Variance | 0.0106 | |||
| Downside Variance | 0.0168 |
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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