Chartwell Small is trading at 14.45 as of the 29th of October 2025; that is 1.57 percent down since the beginning of the trading day. The fund's open price was 14.68. Chartwell Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of July 2025 and ending today, the 29th of October 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. Chartwell Small is traded on NASDAQ Exchange in the United States. More on Chartwell Small Cap
Chartwell Small Cap [CWSIX] is traded in USA and was established 29th of October 2025. Chartwell Small is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Carillon Family of Funds family. This fund currently has accumulated 147.16 M in assets under management (AUM) with minimum initial investment of 1 K. Chartwell Small Cap is currently producing year-to-date (YTD) return of 0.66% with the current yeild of 0.01%, while the total return for the last 3 years was 8.01%.
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Other Information on Investing in Chartwell Mutual Fund
Chartwell Small financial ratios help investors to determine whether Chartwell Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Chartwell with respect to the benefits of owning Chartwell Small security.