Chartwell Small is trading at 13.19 as of the 15th of January 2026; that is 0.61 percent up since the beginning of the trading day. The fund's open price was 13.11. Chartwell Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of October 2025 and ending today, the 15th of January 2026. 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 15th of January 2026. 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 45.21 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 6.66% with the current yeild of 0.01%, while the total return for the last 3 years was 8.72%.
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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.