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CWSDX
Chartwell Short Duration Bond Fund
Analysis
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

CWSDX Mutual Fund Price & Analysis

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

Previous Close$9.66
Sub-CategoryShort-Term and Ultra-Short Duration
Total Liabilities14.16K
Last Dividend Ex-Date
Apr 01, 2024
Expense Ratio0.39%
Holding Count75
Brandcarillon series trust
Dividend Yield
0.46 (4.7%)
CategoryFixed-Income
Total Assets12.29M
Shares OutstandingN/A
52-Week Range$9.57 - $9.72

Top 10 Holdings

Name
Weight %
USD_CASH
US TREASURY N/B
5.09%
USD_CASH
US TREASURY N/B
5.03%
USD_CASH
US TREASURY N/B
4.86%
USD_CASH
US TREASURY N/B
4.36%
USD_CASH
US TREASURY N/B
2.95%
USD_CASH
US TREASURY N/B
2.84%
USD_CASH
US TREASURY N/B
2.73%
USD_CASH
US TREASURY N/B
2.36%
USD_CASH
US TREASURY N/B
2.35%
USD_CASH
US TREASURY N/B
1.99%
Total34.57%
Go to Holdings >

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