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Carillon Chartwell Small Cap Value Fund CWSIX

Quantitative rating as of
NAV / 1-Day Return
18.39  /  0.54 %
Total Assets
154.9 Mil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.48%
Turnover
20%

Morningstar’s Analysis CWSIX

Will CWSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Carillon Chartwell Small Cap Value Fund to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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