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Morningstar

Carillon Chartwell Small Cap Growth Fund CWSGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Carillon Family of Funds Investment Hub

Morningstar’s Analysis CWSGX

Will CWSGX outperform in 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 CWSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CWSGX 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 CWSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Carillon Chartwell Small Cap Growth Fund’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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