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 a closer substitute for your current allocation.
Cheapest Alternatives to CWFIX
CWFIX charges 0.49% annually. There are 12 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | CWFIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | CWFIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | CWFIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | CWFIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | CWFIX vs CRDOX |
Best Risk-Adjusted Alternatives to CWFIX
CWFIX has a PortfoliosLab risk / return rank of 96. There are 3 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | CWFIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | CWFIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | CWFIX vs RPHIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | CWFIX vs PSHNX | |
| T. Rowe Price Floating Rate Fund | 96 | — | Jul 2011 | CWFIX vs PRFRX |
Top Performing CWFIX Alternatives (YTD)
CWFIX is at 1.61% YTD. There are 77 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.81% | — | Nov 1977 | CWFIX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | CWFIX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.99% | — | Oct 2018 | CWFIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.94% | — | Jul 1995 | CWFIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.76% | — | Jan 1987 | CWFIX vs FAHYX |
Lowest Volatility Alternatives to CWFIX
CWFIX has 1.51% 1-year volatility. There are 2 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | CWFIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | CWFIX vs RPHIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | CWFIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | CWFIX vs OSTIX | |
| MainStay MacKay Short Duration High Yield Fund | 1.82% | — | Dec 2012 | CWFIX vs MDHVX |
Lowest Drawdown Alternatives to CWFIX
CWFIX has a 1-year max drawdown of -1.13%. There are 6 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | CWFIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | CWFIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | CWFIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | CWFIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | CWFIX vs SCFIX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 36 | 6.00% | — | Dec 1985 | CWFIX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 57 | 2.36% | — | Sep 1987 | CWFIX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 54 | 15.02% | — | Oct 2006 | CWFIX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 9.07% | — | Aug 1998 | CWFIX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 90 | 25.12% | — | Feb 2013 | CWFIX vs EISIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 34 | 0.63% | — | Sep 2011 | CWFIX vs SUBFX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | 0.78% | — | Nov 1996 | CWFIX vs SCPZX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 86 | 35.95% | — | Jun 2017 | CWFIX vs CWSGX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 61 | 9.53% | — | Dec 1986 | CWFIX vs HRCVX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 64 | 23.79% | — | May 1993 | CWFIX vs HRSCX |
Often Compared With CWFIX
Investors most often compare CWFIX with IPHYX, KHYAX, SSTHX. These 20 comparison targets span 5 categories, 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.
Pair CWFIX with funds that move differently
Chartwell Short Duration High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CWFIX.
Explore CWFIX Diversifiers