CWSAX – Carillon Chartwell Small Cap Growth A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stocks of small capitalization U.S. companies. The fund’s 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CWSGX	Carillon Chartwell Small Cap Growth Class I	Institutional	Open			Jun 16, 2017	$188.86M	0.950%	Average	$1,000	$61.44M
CWSAX	Carillon Chartwell Small Cap Growth Fund Class A	Front Load	Open			Apr 26, 2024	$342,656.00	1.250%	Average	$1,000	$244,645.68
CWSBX	Carillon Chartwell Small Cap Growth Fund Class C	Level Load	Open			Apr 26, 2024	$260,836.00	2.000%	Average	$1,000	$146,546.61
CWSRX	Carillon Chartwell Small Cap Growth Fund Class R-6	Retirement, Large	Open			Apr 26, 2024	$7.17M	0.850%	Average	$1M	$6.85M

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