About CWSCX
Carillon Chartwell Short Duration Bond Fund is a mutual fund focused on short duration fixed income investments. The fund primarily allocates its assets to high-quality, short maturity investment grade bonds, while also maintaining a smaller allocation to short duration high yield debt securities. Its main objective is to maximize current income for investors, aiming to deliver steady returns while emphasizing capital preservation. Under typical market conditions, at least 75% of its net assets are invested in investment grade short duration debt, with up to 25% in high yield bonds. The fund's investment approach seeks attractive relative values within the short duration bond market, positioning it as a potential tool for investors seeking lower interest rate sensitivity compared to longer maturity bonds. It is managed by Chartwell Investment Partners, part of Carillon Tower Advisers, Inc. Notably, the fund is subject to typical fixed income risks, including credit, interest rate, prepayment, and call risks, and may also invest in foreign and emerging market securities or exchange-traded funds. The Carillon Chartwell Short Duration Bond Fund played a role in providing income and diversification to fixed income portfolios, though it was approved for liquidation and termination as of April 2024.
Fund Family Carillon Family of Funds
Category Small Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CWSCX
Share Class Class A
CWSCX had a total return of 18.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.22%.
