Chartwell Short Duration Fund Quote

CWFIX Fund  USD 9.46  0.02  0.21%   

Performance

10 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 37

 
100  
 
Zero
Below Average
Chartwell Short is trading at 9.46 as of the 28th of March 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 9.44. Chartwell Short has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Chartwell Short Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities. High yield debt securities, also referred to as junk bonds, are securities rated below the Baa3 category at the time of purchase or, if unrated, determined to be of comparable credit quality by the funds sub-adviser. More on Chartwell Short Duration

Moving together with Chartwell Mutual Fund

  0.65USG USCF Gold Strategy Symbol ChangePairCorr
  0.94HIGCX Eagle Growth IncomePairCorr
  0.94HIGJX Eagle Growth IncomePairCorr
  0.91HRCCX Eagle Capital ApprecPairCorr
  0.93HRCIX Eagle Capital ApprecPairCorr
  0.81HRCLX Eagle Capital ApprecPairCorr

Chartwell Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Chartwell Short's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Chartwell Short or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaLong Short Funds (View all Themes)
Fund ConcentrationCarillon Family of Funds, Large Funds, High Yield Bond Funds, Long Short Funds, High Yield Bond, Carillon Family of Funds, Large, High Yield Bond (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Chartwell Short Duration [CWFIX] is traded in USA and was established 28th of March 2024. Chartwell Short is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Carillon Family of Funds family. The entity is thematically classified as Long Short Funds. This fund currently has accumulated 232.16 M in assets under management (AUM) with minimum initial investment of 1 K. Chartwell Short Duration is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.0%, while the total return for the last 3 years was 2.59%.
Check Chartwell Short Probability Of Bankruptcy

Instrument Allocation

Chartwell Short Target Price Odds Analysis

Based on a normal probability distribution, the odds of Chartwell Short jumping above the current price in 90 days from now is under 4%. The Chartwell Short Duration probability density function shows the probability of Chartwell Short mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Chartwell Short has a beta of 0.0025 suggesting as returns on the market go up, Chartwell Short average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Chartwell Short Duration will be expected to be much smaller as well. Additionally, chartwell Short Duration has an alpha of 0.0107, implying that it can generate a 0.0107 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.46HorizonTargetOdds Above 9.46
96.21%90 days
 9.46 
3.31%
Based on a normal probability distribution, the odds of Chartwell Short to move above the current price in 90 days from now is under 4 (This Chartwell Short Duration probability density function shows the probability of Chartwell Mutual Fund to fall within a particular range of prices over 90 days) .

Chartwell Short Duration Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Chartwell Short market risk premium is the additional return an investor will receive from holding Chartwell Short long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Chartwell Short. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Chartwell Short's alpha and beta are two of the key measurements used to evaluate Chartwell Short's performance over the market, the standard measures of volatility play an important role as well.

Chartwell Short Against Markets

Picking the right benchmark for Chartwell Short mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Chartwell Short mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Chartwell Short is critical whether you are bullish or bearish towards Chartwell Short Duration at a given time. Please also check how Chartwell Short's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Chartwell Short without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Chartwell Mutual Fund?

Before investing in Chartwell Short, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Chartwell Short. To buy Chartwell Short fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Chartwell Short. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Chartwell Short fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Chartwell Short Duration fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Chartwell Short Duration fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Chartwell Short Duration, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Chartwell Short Duration?

The danger of trading Chartwell Short Duration is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Chartwell Short is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Chartwell Short. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Chartwell Short Duration is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Chartwell Short Duration. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the CEOs Directory module to screen CEOs from public companies around the world.

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When running Chartwell Short's price analysis, check to measure Chartwell Short's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Chartwell Short is operating at the current time. Most of Chartwell Short's value examination focuses on studying past and present price action to predict the probability of Chartwell Short's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Chartwell Short's price. Additionally, you may evaluate how the addition of Chartwell Short to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Chartwell Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Chartwell Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Chartwell Short's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.