Chartwell Short Duration Bond Fund (CWSDX)
The Chartwell Short Duration Bond Fund (CWSDX) is a mutual fund that primarily invests in a diversified portfolio of short-term fixed income securities. These may include government and corporate bonds, as well as other debt instruments with maturities of less than five years. The fund aims to provide investors with a stable stream of income while minimizing interest rate risk. It may also invest in higher-yielding, lower-rated bonds to potentially enhance returns. Overall, CWSDX is a conservative investment option for those seeking a steady income stream with relatively low risk.
CWSDX Mutual Fund Chart & Stats
$9.66
At close: 4:00 PM EDT- Previous Close
- $9.66
- Sub-Category
- Short-Term and Ultra-Short Duration
- Total Liabilities
- $14.16K
- Expense Ratio
- 0.39%
- Holding Count
- 75
- Brand
- Carillon Series Trust
- Category
- Fixed-Income
- Total Assets
- 12.29M
- Shares Outstanding
- N/A
- 52-Week Range
- $9.66 - $9.66
Top 10 Holdings
| Name | Weight % |
|---|---|
| USD_CASHUS TREASURY N/B | 5.09% |
| USD_CASHUS TREASURY N/B | 5.03% |
| USD_CASHUS TREASURY N/B | 4.86% |
| USD_CASHUS TREASURY N/B | 4.36% |
| USD_CASHUS TREASURY N/B | 2.95% |
| USD_CASHUS TREASURY N/B | 2.84% |
| USD_CASHUS TREASURY N/B | 2.73% |
| USD_CASHUS TREASURY N/B | 2.36% |
| USD_CASHUS TREASURY N/B | 2.35% |
| USD_CASHUS TREASURY N/B | 1.99% |
| Total | 34.57% |
Recently Viewed
No data currently available