Chartwell Small Cap Fund Total Debt
| CWSIX Fund | USD 14.92 0.05 0.33% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Chartwell Small's long-term financial health and intrinsic value.
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Chartwell Small Cap Mutual Fund Total Debt Analysis
Chartwell Small's Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
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Based on the latest financial disclosure, Chartwell Small Cap has a Total Debt of 0.0. This indicator is about the same for the Carillon Family of Funds average (which is currently at 0.0) family and about the same as Small Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Chartwell Small
The fund invests 99.93% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.07%) .Asset allocation divides Chartwell Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Chartwell Fundamentals
| Price To Earning | 20.32 X | ||||
| Price To Book | 1.77 X | ||||
| Price To Sales | 1.23 X | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.66 % | ||||
| One Year Return | (3.26) % | ||||
| Three Year Return | 8.01 % | ||||
| Five Year Return | 10.62 % | ||||
| Net Asset | 147.16 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.13 | ||||
| Cash Position Weight | 0.07 % | ||||
| Equity Positions Weight | 99.93 % |
About Chartwell Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Chartwell Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Chartwell Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Chartwell Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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