CWFIX : Chartwell Short Duration High Yield Fund

CWFIX is a Bond Market High Yield Bond with LOW fees.

CWFIX

Chartwell Short Duration High Yield Fund

FI Score

44 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

44% FI Score
  • cwfix
  • Mutual Fund
  • Bond
  • High Yield Bond

Chartwell Short Duration High Yield Fund

Expenses: 0.49% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks income and long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in high yield debt securities. High yield debt securities, also referred to as "junk" bonds, are securities rated below the Baa/BBB categories at the time of purchase or, if unrated, determined to be of comparable credit quality by the fund's advisor. It may invest up to 20% of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.

Largest Holdings

Amount Holding
2.68% HCA Inc. 7.5%
2.63% Polyone Corporation 5.25%
2.58% The ADT Corporation 6.25%
2.58% Ball Corporation 5%
2.57% Crown Americas LLC / Crown Americas Capital Corp. IV 4.5%
2.56% Albertsons Companies, LLC. 6.62%
2.54% iStar Inc 4.75%
2.54% Bausch Health Companies Inc 6.5%
2.51% Arconic Inc 5.4%
2.51% T-Mobile USA, Inc. 4%
2.50% Sunoco LP / Sunoco Finance Corp 4.88%
2.50% Starwood Property Trust, Inc. 5%
2.50% Tenet Healthcare Corporation 4.62%
2.49% GLP Capital L.P. and GLP Financing II, Inc. 4.38%
2.49% AMC Networks Inc 5%
2.49% Pitney Bowes Inc. 3.88%
2.48% Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 6.25%
2.44% Kennedy Wilson Inc 5.88%
2.34% Centene Corporation 4.75%
2.33% Antero Resources Finance Corporation 5.38%
2.29% Ensign Drilling Inc 9.25%
2.25% Group 1 Automotive, Inc. 5%
2.14% CIT Group, Inc. 5%
2.14% The AES Corporation 4%
2.13% Targa Resources Partners LP/Targa Resources Finance Corporation 5.25%

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