Carillon Chartwell Small Cap Fund
Shareclass
Carillon Chartwell Small Cap C (CSSJX)
Type
Open-end mutual fund
Manager
Gender equality score
38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,460 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Carillon Chartwell Small Cap Fund CSSJX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GitLab Inc Class A0.6% of assets$1.26M invested
- 2. Parsons Corp0.82% of assets$1.71M invested
- 3. Walker & Dunlop Inc0.67% of assets$1.41M invested
- 4. First Horizon Corp1.76% of assets$3.69M invested
- 5. Crane Co1.12% of assets$2.34M invested
- 6. Ryman Hospitality Properties Inc2.02% of assets$4.25M invested
- 7. Gulfport Energy Corp Ordinary Shares (New)1.51% of assets$3.16M invested
- 8. Merit Medical Systems Inc4.4% of assets$9.23M invested
- 9. Foot Locker Inc0.53% of assets$1.12M invested
- 10. Burlington Stores Inc0.82% of assets$1.71M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Axos Financial Inc1.16% of assets$2.43M invested
- 2. FTAI Aviation Ltd1.67% of assets$3.51M invested
- 3. RadNet Inc1.28% of assets$2.68M invested
- 4. Matador Resources Co1.5% of assets$3.14M invested
- 5. ADMA Biologics Inc1.61% of assets$3.38M invested
- 6. Viking Therapeutics Inc0.62% of assets$1.31M invested
- 7. Clearwater Analytics Holdings Inc Class A1.26% of assets$2.64M invested
- 8. Ollie's Bargain Outlet Holdings Inc1.77% of assets$3.72M invested
- 9. Xenon Pharmaceuticals Inc0.63% of assets$1.31M invested
- 10. Sterling Infrastructure Inc0.75% of assets$1.58M invested
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Financial performance
Performance data provided by
Find more financial data on CSSJX at Morningstar.com
Find more financial data on CSSJX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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