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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.


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.


Top Performing CWFIX Alternatives (YTD)

CWFIX alternatives from the High Yield Bonds category, sorted by year-to-date return.


Lowest Volatility Alternatives to CWFIX

CWFIX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to CWFIX

CWFIX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.


Other Mutual Funds from Carillon Family of Funds

Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.


Often Compared With CWFIX

What investors most often compare with CWFIX, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
DWS High Income FundHigh Yield Bonds
89
-1.11%
Jan 26, 1978CWFIX vs KHYAX
Fidelity Capital & Income FundHigh Yield Bonds
91
-0.85%
Nov 1, 1977CWFIX vs FAGIX
Voya High Yield PortfolioHigh Yield Bonds
54
-1.94%
May 3, 2004CWFIX vs IPHYX
Calamos High Income Opportunities FundHigh Yield Bonds
85
-0.47%
Aug 2, 1999CWFIX vs CHYDX
BrandywineGLOBAL - Corporate Credit FundHigh Yield Bonds
46
-1.85%
Sep 29, 2002CWFIX vs BCAAX
BlackRock High Yield KHigh Yield Bonds
89
-1.71%
Jan 5, 2001CWFIX vs BRHYX
Allspring Short-Term High Yield Bond FundHigh Yield Bonds
92
-0.75%
Feb 29, 2000CWFIX vs SSTHX
Fidelity Floating Rate High Income FundHigh Yield Bonds
84
-0.61%
Aug 16, 2000CWFIX vs FFRHX
Timothy Plan High Yield Bond FundHigh Yield Bonds
82
-1.27%
May 7, 2007CWFIX vs TPHAX
Lord Abbett High Yield FundHigh Yield Bonds
66
-1.97%
Dec 31, 1998CWFIX vs LHYAX
MainStay MacKay Short Duration High Yield FundHigh Yield Bonds
79
-0.31%
Dec 17, 2012CWFIX vs MDHVX
Loomis Sayles High Income Opps FundHigh Yield Bonds
85
-0.85%
Apr 12, 2004CWFIX vs LSIOX
Neuberger Berman High Yield Strategies FundHigh Yield Bonds
4
-9.61%
Jul 28, 2003CWFIX vs NHS
Access Flex High Yield ProFundHigh Yield Bonds
39
-1.64%
Dec 17, 2004CWFIX vs FYAIX
RiverNorth Capital and Income FundHigh Yield Bonds
49
4.23%
CWFIX vs RSF
Eaton Vance Multi-Asset Credit FundHigh Yield Bonds
92
-1.08%
Oct 31, 2011CWFIX vs EIAMX
Nuveen Floating Rate Income FundHigh Yield Bonds
6
-0.82%
Mar 24, 2004CWFIX vs JFR
Mesirow High Yield FundHigh Yield Bonds
31
-1.48%
Dec 3, 2018CWFIX vs MFHVX
Chartwell Mid Cap Value FundMid Cap Value Equities
27
-1.38%
May 1, 2002CWFIX vs BERCX
MFS Intermediate High Income FundHigh Yield Bonds
15
-2.21%
Jul 21, 1988CWFIX vs CIF

Compare CWFIX with Any Fund or Stock

Compare CWFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.