Morningstar

Carillon Chartwell Small Cap Growth Fund Class C CWSBX

Morningstar Medalist Rating
Medalist Rating as of | See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return 24.55  /  −0.97 %
  • Total Assets 187.4M
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.04%
  • Turnover 72%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

Morningstar’s Analysis CWSBX

Will CWSBX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CWSBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CWSBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CWSBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carillon Chartwell Small Cap Growth C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CWSBX

More CWSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Bank Money Market Deposit Account

5.32 10M
Cash and Equivalents

MACOM Technology Solutions Holdings Inc

3.75 7M
Technology

Silicon Motion Technology Corp ADR

3.65 7M
Technology

Sterling Infrastructure Inc

3.00 6M
Industrials

Credo Technology Group Holding Ltd

2.39 5M
Technology

Guardant Health Inc

2.07 4M
Healthcare

Fabrinet

2.06 4M
Technology

Modine Manufacturing Co

1.98 4M
Consumer Cyclical

Onto Innovation Inc

1.96 4M
Technology

Axsome Therapeutics Inc

1.94 4M
Healthcare

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