Chartwell Small Mutual Fund Money Managers
CWSGX Fund | USD 16.75 0.04 0.24% |
Break down of Chartwell Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Chartwell Small's future under-performance.
Chartwell |
Symbol | CWSGX |
Name | Chartwell Small Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Chartwell Small Cap Leadership is currently not available.
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Chartwell Small Net Asset Comparison
Chartwell Small Cap is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 2.23 Billion. Chartwell Small maintains roughly 16.71 Million in net asset contributing less than 1% to funds listed under Small Growth category.
Chartwell Small Cap Benchmark Summation
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About Chartwell Small Management Performance
The success or failure of an entity such as Chartwell Small Cap often depends on how effective the management is. Chartwell Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Chartwell management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Chartwell management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
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.
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