Carillon Chartwell Short Duration High Yield FundCWFIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$316.6M
Expense ratio
0.49%
1-year return
+5.4%
3 years, a year
+6.3%
5 years, a year
—
Holdings
77
What it aims to do.
The Carillon Chartwell Short Duration High Yield Fund (Short Duration High Yield Fund or the fund) seeks income and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| XYZ Block Inc | 2.48% |
| DAR Darling Ingredients Inc | 2.46% |
| Vistra Operations Co Llc | 2.46% |
| Ftai Aviation Investors | 2.44% |
| Aph/Aph2/Aph3/Aquarian | 2.35% |
| Cco Hldgs Llc/Cap Corp | 2.33% |
| Ss&C Technologies Inc | 2.32% |
| BYD Boyd Gaming Corp | 2.30% |
| Kinetik Holdings Lp | 2.28% |
| Medline Borrower Lp | 2.27% |
More on CWFIX.
- CWFIX overview
- CWFIX holdings
- CWFIX risk
- CWFIX costs
- CWFIX money in and out
- CWFIX share classes
- Compare CWFIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.