Morningstar

Carillon Chartwell Small Cap Fund Class C CSSJX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Carillon Family of Funds Investment Hub
  • NAV / 1-Day Return $21.94  /  +1.48 %
  • Fund Size $214.5M
  • Adjusted Expense Ratio 1.870%
  • Net Expense Ratio 1.870%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 154%
NAV and 1-Day Return as of

Morningstar’s Analysis CSSJX

Will CSSJX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSSJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSSJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSSJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Carillon Chartwell Small Cap C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSSJX

More CSSJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silicon Motion Technology Corp ADR

3.41 7M
Technology

MACOM Technology Solutions Holdings Inc

2.90 6M
Technology

Guardant Health Inc

2.60 6M
Healthcare

U.S. Bank Money Market Deposit Account

2.36 5M
Cash and Equivalents

Onto Innovation Inc

1.83 4M
Technology

Twist Bioscience Corp

1.83 4M
Healthcare

Fabrinet

1.82 4M
Technology

First Horizon Corp

1.78 4M
Financial Services

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

1.75 4M
Healthcare

Burlington Stores Inc

1.74 4M
Consumer Cyclical

Sponsor Center