Carillon Chartwell Small Fund Quote

CWSHX Fund   22.83  0.03  0.13%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Carillon Chartwell is trading at 22.83 as of the 28th of November 2024; that is 0.13 percent decrease since the beginning of the trading day. The fund's open price was 22.86. Carillon Chartwell has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Carillon Chartwell Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. 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

  0.78CWFIX Chartwell Short DurationPairCorr
  0.79CWFAX Chartwell Short DurationPairCorr
  0.77CWFRX Carillon Chartwell ShortPairCorr
  0.83HIGCX Eagle Growth IncomePairCorr
  0.83HIGJX Eagle Growth IncomePairCorr

Moving against Carillon Mutual Fund

  0.66SCPEX Carillon Reams CorePairCorr
  0.65SCPDX Carillon Reams CorePairCorr
  0.65SCPWX Carillon Reams CorePairCorr
  0.65SCPZX Scout E PlusPairCorr
  0.64SCCIX Scout E BondPairCorr
  0.52SUBDX Carillon Reams UnconPairCorr

Carillon Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Small Value Funds, Small Value, Carillon Family of Funds (View all Sectors)
Update Date30th of September 2024
Carillon Chartwell Small [CWSHX] is traded in USA and was established 28th of November 2024. 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
Check Carillon Chartwell Probability Of Bankruptcy

Carillon Chartwell Small Risk Profiles

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.
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
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