Carillon Chartwell Short Duration High Yield Fund

  • Overview

    Overview

    Chartwell Investment Partners, LLC is the subadviser to the Carillon Chartwell Short Duration High Yield Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    When looking for attractive income potential and capital preservation, look no further than the Carillon Chartwell Short Duration High Yield Fund (CWFIX). This fund seeks income and long- term capital appreciation by investing primarily in high yield debt securities with an average duration of less than three years.

    Our Approach

    The Carillon Chartwell Short Duration High Yield Bond Fund (CWFIX) seeks to reach its goals by investing in bonds that we believe trade at attractive relative values.

    We focus on quality, high yield corporate debt securities seeking attractive short-term yields and lower volatility than the broad high yield and leveraged bank loan markets.

    Under normal circumstances, CWFIX invests at least 80% of its net assets (plus any borrowings for investment purposes) in high yield debt securities.

    A Word about Risk

    Fixed income investment includes the following risks: credit, prepayment, call and interest rate risk. Credit risk refers to the loss in the value of a security based on a default in the payment of principle and/or interest of the security, or the perception of the market of such default. As interest rates rise the value of bond prices will decline. High-yield bonds have a higher risk of default or other adverse credit events, but have the potential to pay higher earnings over investment grade bonds. The higher risk of default, or the inability of the creditor to repay its debt, is the primary reason for the higher interest rates on high -yield bonds. The Fund may invest in foreign and emerging market securities which involves certain risks such as currency volatility, political and social instability and reduced market liquidity. The Fund may also invest in ETFs (Exchange-Traded Funds) and therefore would be subject to the same risks as the underlying securities in which the ETF invests as well as entails higher expenses than if invested into the underlying ETF directly.

     

    Key Facts

  • Investment Team

    Carillon Chartwell Short Duration High Yield Fund Investment Team

    John M. Hopkins, CFA

    John M. Hopkins, CFA

    Portfolio Manager/Senior Analyst

    31 Years Of Experience

    15 Years With Chartwell Investment Partners

    Andrew S. Toburen, CFA

    Andrew S. Toburen, CFA

    Senior Portfolio Manager

    28 Years Of Industry Experience

    23 Years With Chartwell Investment Partners

    Christine F. Williams

    Christine F. Williams

    Senior Portfolio Manager

    34 Years Of Industry Experience

    25 Years With Chartwell Investment Partners

    James W. Fox

    James W. Fox

    Assistant Portfolio Manager/Analyst

    15 Years Of Industry Experience

    12 Years With Chartwell Investment Partners

    Kiernan M. McCloskey

    Kiernan M. McCloskey

    Research Analyst/Trader

    4 Years Of Industry Experience

    1 Years With Chartwell Investment Partners

  • Price & Performance

  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Resources


Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.888.995.5505 or your financial professional for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.

Not FDIC insured. No bank guarantee. May lose value.

Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This website should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories.

Carillon Fund Distributors®, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716