Nasdaq - Delayed Quote USD

Carillon Chartwell Short Dur Hi Yld C (CWFCX)

9.55 0.00 (0.00%)
At close: 8:05:20 AM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
1
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise SPS Advantage
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Scottrade TF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in high yield debt securities. High yield debt securities, also referred to as "junk" bonds, are securities rated below the Baa3 category at the time of purchase or, if unrated, determined to be of comparable credit quality by the fund’s sub-adviser. It may invest up to 20% of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.

Fund Overview

Category High Yield Bond
Fund Family Carillon Family of Funds
Net Assets 270.08M
YTD Return 4.85%
Yield --
Morningstar Rating
Inception Date Apr 26, 2024

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.40
Morningstar Risk Rating

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