CWSIX : Chartwell Small Cap Value Fund

CWSIX is a US Stocks Market Small Blend with MODERATE fees.

CWSIX

Chartwell Small Cap Value Fund

FI Score

35 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

35% FI Score
  • cwsix
  • Mutual Fund
  • US Stocks
  • Small Blend

Chartwell Small Cap Value Fund

Expenses: 1.07% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests 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 advisor considers small capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization within the range of the Russell 2000 Value Index during the most recent 12-month period. It generally invests in companies that its advisor believes to be undervalued. The fund 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
3.01% CACI International Inc Class A
2.41% ITT Inc
2.29% Denny's Corp
2.24% Plexus Corp
2.10% NorthWestern Corp
2.07% Mantech International Corp Class A
2.03% PS Business Parks Inc
2.03% Saia Inc
1.93% Diodes Inc
1.85% Argo Group International Holdings Ltd

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