Chartwell Short Duration High Yield Fund (CWFIX) Alternatives
Chartwell Short Duration High Yield Fund (CWFIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CWFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CWFIX
CWFIX charges 0.49% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among CWFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | Dec 24, 2008 | CWFIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | Nov 12, 2001 | CWFIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | Dec 26, 2017 | CWFIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | Dec 27, 1978 | CWFIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | Nov 22, 2020 | CWFIX vs CRDOX |
Best Risk-Adjusted Alternatives to CWFIX
Among mutual funds in the High Yield Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | Dec 16, 2014 | CWFIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | Mar 6, 2019 | CWFIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | Sep 30, 2010 | CWFIX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 99 | Jul 29, 2011 | CWFIX vs PRFRX | |
| T. Rowe Price Credit Opportunities Fund | 98 | Apr 29, 2014 | CWFIX vs PRCPX |
Top Performing CWFIX Alternatives (YTD)
CWFIX alternatives from the High Yield Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 6.93% | Dec 31, 2009 | CWFIX vs FOCIX | |
| Pioneer ILS Interval Fund | 5.18% | Dec 16, 2014 | CWFIX vs XILSX | |
| RiverPark Short Term High Yield Fund | 1.02% | Sep 30, 2010 | CWFIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.96% | Mar 6, 2019 | CWFIX vs CCLFX | |
| Franklin Templeton SMACS: Series I | 0.52% | Jun 3, 2019 | CWFIX vs FQTIX |
Lowest Volatility Alternatives to CWFIX
CWFIX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.97% | Sep 30, 2010 | CWFIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.97% | Mar 6, 2019 | CWFIX vs CCLFX | |
| Changing Parameters Fund | 1.90% | Oct 2, 2006 | CWFIX vs CPMPX | |
| Shenkman Capital Short Duration High Income Fund | 1.96% | Oct 31, 2012 | CWFIX vs SCFIX | |
| Osterweis Strategic Income Fund | 2.21% | Aug 30, 2002 | CWFIX vs OSTIX |
Lowest Drawdown Alternatives to CWFIX
CWFIX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.21% | Dec 16, 2014 | CWFIX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.41% | Sep 30, 2010 | CWFIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.46% | Mar 6, 2019 | CWFIX vs CCLFX | |
| Toews Tactical Income Fund | -1.12% | Jun 4, 2010 | CWFIX vs THHYX | |
| Changing Parameters Fund | -1.31% | Oct 2, 2006 | CWFIX vs CPMPX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | CWFIX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | CWFIX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | CWFIX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | CWFIX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | CWFIX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | CWFIX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | CWFIX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | CWFIX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | CWFIX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | CWFIX vs SUBFX |
Often Compared With CWFIX
What investors most often compare with CWFIX, based on PortfoliosLab usage data.
Compare CWFIX with Any Fund or Stock
Compare CWFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.