Carillon Chartwell Small Cap Growth Fund

  • Overview


    Chartwell Investment Partners, LLC is the subadviser to the Carillon Chartwell Small Cap Growth Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    We initiate investments opportunistically, when the stocks are attractively valued, yet concentrate holdings in companies best positioned for the most rapid growth.

    Our Approach

    The Carillon Chartwell Small Cap Growth Fund (CWSGX) offers investors a diversified portfolio of small cap stocks that have demonstrated competitive growth in revenue, margins, and profits. We believe CWSGX’s diversified portfolio of such securities has the potential over time to capture market share and potential for competitive long-term investment performance.

    A Word about Risk

    Small Cap stocks may be less liquid and are more susceptible to market volatility because they may not have the management experience, financial resources, product diversification, or competitive strengths and tend to be sold less often and in smaller amounts relative to larger companies. Foreign securities involve greater currency valuation, economic, political, and regulatory environment risk relative to US securities. The Fund invests in Exchange Traded Funds (ETFs) and is therefore 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.

  • Investment Team

    Carillon Chartwell Small Cap Growth Fund Investment Team

    Frank L. Sustersic, CFA

    Frank L. Sustersic, CFA

    Senior Portfolio Manager

    33 Years Of Industry Experience

    6 Years With Chartwell Investment Partners

    Theresa Tran, CFA

    Theresa H. Tran, CFA

    Portfolio Manager

    18 Years Of Industry Experience

    3 Years With Chartwell Investment Partners (2017-2020; rejoined firm in 2022)

  • 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 1.800.421.4184 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