CWFCX

Active

Carillon Chartwell Short Duration High Yield Fund

Category: US Bond (5,386 funds)

Expense Ratio

1.49%

Annual Cost per $10K

$149.00

30-Year Fee Drag per $10K

$26,141

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+5.38%

Asset Allocation

US Bond

89%

Intl Bond

11%

Fee Comparison

CWFCX

1.49%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

96% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+9.23%19 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

CWFCX at 1.49%$249,907

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$130,706

Cost vs index fund−$127,517

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
CWFCX	Carillon Chartwell Short Duration High Yield Fund	1.49%	+5.38%	—	—
JCBPX	JPMorgan Core Bond Fund	1.33%	+3.25%	+3.03%	-0.39%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+5.65%	+6.14%	—
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	0.03%	+5.17%	+5.30%	-0.40%
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
DOXIX	Dodge & Cox Income Fund	0.33%	+6.08%	+6.94%	—
BAGSX	Baird Aggregate Bond Fund	0.55%	+5.24%	+5.74%	-0.32%
ANGLX	Angel Oak Multi-Strategy Income Fund	1.64%	+6.97%	+6.21%	+2.16%
UINCX	Victory Income Fund	0.84%	+5.93%	+6.54%	+0.81%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+3.44%	+3.44%	-0.20%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
JBFRX	Bond Fund	0.46%	+3.37%	+3.61%	-0.09%
PARRX	PIMCO Real Return Fund	0.75%	+6.06%	+4.64%	+1.53%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	0.03%	+5.41%	+5.03%	+1.42%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	0.06%	+5.70%	+5.76%	+0.79%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
PCRRX	PIMCO CommodityRealReturn Strategy Fund	1.25%	+13.60%	+2.93%	+11.89%
TBIIX	Nuveen Bond Index Fund	0.32%	+4.99%	+5.23%	-0.51%
BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	0.03%	+6.33%	+5.84%	-0.20%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+5.27%	+6.06%	-0.11%
FBND	Fidelity Total Bond ETF	0.36%	+3.85%	+4.04%	+0.36%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
HYLS	First Trust Tactical High Yield ETF	1.05%	+7.61%	+8.57%	+3.96%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
FSIGX	Fidelity Series Investment Grade Bond Fund	0.00%	+3.72%	+3.94%	+0.37%
TRVZX	T. Rowe Price New Income Fund, Inc.	0.32%	+3.45%	+2.95%	-0.33%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+5.59%	+6.23%	+3.15%
FSMMX	FS Multi-Strategy Alternatives Fund	1.99%	-43.71%	-43.22%	—
JGCGX	JPMorgan Income Fund	0.39%	+6.58%	+5.52%	+2.95%
VIITX	VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min	0.02%	+6.11%	+5.62%	+1.05%
FSMTX	Fidelity SAI Total Bond Fund	0.29%	+4.17%	+4.37%	+0.79%
GAKPX	Goldman Sachs Core Fixed Income Fund	1.46%	+5.52%	+5.82%	-0.33%
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
VWESX	VANGUARD LONG-TERM INVESTMENT-GRADE FUND	0.21%	+5.20%	+7.18%	-2.69%
WACSX	Western Asset Core Bond Fund	0.42%	+5.84%	+5.74%	-1.05%
IUSB	iShares Core Universal USD Bond ETF	0.06%	+6.50%	+6.20%	+0.26%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+5.60%	+5.10%	-0.20%
BIMSX	Baird Intermediate Bond Fund	0.55%	+5.68%	+5.54%	+0.81%
PLIAX	Aristotle Core Income Fund	0.85%	+5.24%	—	—
MWCPX	TCW METWEST UNCONSTRAINED BOND FUND	0.89%	+7.44%	+7.78%	+3.02%
CITFX	American High Income Trust	0.79%	+8.34%	+10.34%	+6.88%
BBTBX	Bridge Builder Core Bond Fund	0.12%	+5.74%	+6.07%	+0.23%
TLIBX	American Funds Inflation Linked Bond Fund	0.70%	+5.10%	+1.39%	+0.61%
BOND	PIMCO Active Bond Exchange-Traded Fund	0.54%	+6.39%	+6.50%	+0.19%
VPVRRDV	PIMCO Real Return Portfolio	1.07%	+5.98%	+4.60%	+1.60%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+7.28%	+9.22%	+3.57%
JADFX	Janus Henderson Flexible Bond Fund	0.83%	+5.24%	+4.84%	-0.52%
TBBWX	Nuveen Core Bond Fund	0.29%	+5.55%	+6.37%	+0.53%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+5.99%	+6.30%	+0.72%
JAGBX	Select Bond Trust	0.60%	+5.68%	+5.87%	-0.15%
BICAX	Sterling Capital Total Return Bond Fund	0.70%	-17.52%	-5.29%	-6.49%
VVBVX	Venerable Strategic Bond Fund	0.80%	+4.98%	—	—
MBFAX	Allspring Core Bond Fund	0.65%	+6.07%	+5.62%	+2.12%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+5.36%	+6.49%	+1.57%
SEATX	TAX-ADVANTAGED INCOME FUND	1.08%	-1.38%	+2.96%	+1.37%
VCLT	VANGUARD LONG-TERM CORPORATE BOND INDEX FUND	0.06%	+0.56%	+2.96%	-2.60%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
NHCCX	Nuveen High Yield Municipal Bond Fund	1.80%	+0.69%	+4.93%	+0.99%
VCFAX	VOYA SECURITIZED CREDIT FUND	1.00%	+7.34%	+7.64%	+4.11%
FAJEX	Frost Total Return Bond Fund	0.46%	-22.51%	-20.95%	-23.31%
MCFVX	Mercer Core Fixed Income Fund	0.64%	—	—	—
FZICX	Fidelity Intermediate Municipal Income Fund	1.41%	-0.91%	-5.47%	-9.55%
PLFLX	Aristotle Floating Rate Income Fund	1.05%	+6.56%	—	—
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
THRLX	Thornburg Limited Term Income Fund	0.42%	+6.02%	+6.47%	+1.99%
BKLN	Invesco Senior Loan ETF	0.65%	+7.19%	+8.20%	+5.50%
MXEWX	Empower Core Strategies: Flexible Bond Fund	0.80%	+6.46%	+3.01%	—
SRLN	SPDR Blackstone Senior Loan ETF	0.70%	+7.34%	+8.84%	+5.70%
TOTL	SPDR DoubleLine Total Return Tactical ETF	0.55%	+5.91%	+6.13%	+0.51%
thopx	Thompson Bond Fund	0.74%	+8.43%	+7.09%	+5.01%
UCON	First Trust Smith Unconstrained Bond ETF	0.86%	+5.27%	+5.57%	+2.96%
MCIFX	Miller Convertible Bond Fund	1.02%	+3.33%	+5.14%	+2.78%
TCTRX	Nuveen Short Term Bond Fund	0.62%	+5.23%	+5.27%	+2.34%
SCOAX	SIIT CORE FIXED INCOME FUND	0.37%	+3.26%	+3.37%	-0.51%
QCILFX	College Retirement Equities Fund - Inflation-Linked Bond Account	—	+6.04%	+5.09%	—
BFCAX	American Funds Corporate Bond Fund	1.48%	+2.89%	+3.82%	-0.85%
ICMUX	Intrepid Income Fund$1M min	1.01%	+8.99%	+10.04%	+8.22%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
UASBX	Victory Short-Term Bond Fund	0.47%	+5.45%	+6.10%	+3.14%
MXBIX	Empower Bond Index Fund	0.50%	+4.67%	+4.26%	-1.27%
LCROX	Lord Abbett Core Fixed Income Fund	0.30%	+3.62%	+3.40%	-0.19%
ACHFX	High Income Fund	0.68%	+9.41%	+10.97%	—
SLDAX	SIIT LONG DURATION CREDIT BOND FUND	0.37%	+0.07%	+1.83%	-3.56%
TBPPX	Nuveen Core Plus Bond Fund	0.45%	+4.97%	+6.27%	+0.48%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	0.65%	+2.83%	+2.67%	-1.00%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%
LTRHX	Lord Abbett Total Return Fund	0.36%	+3.84%	+3.82%	+0.30%
MKTBX	NYLI MacKay Tax Free Bond Fund	1.03%	+1.50%	-0.49%	+0.25%
CRBVX	Catholic Responsible Investments Bond Fund	0.50%	+5.76%	+5.70%	—
DDCPX	Doubleline Shiller Enhanced CAPE	0.49%	+10.92%	+15.63%	+12.01%
MMHAX	NYLI MacKay High Yield Muni Bond Fund	0.85%	+2.66%	+7.74%	+2.12%
MDHEX	NYLI MacKay Short Duration High Income Fund	0.68%	—	—	—
FRFTX	Franklin Federal Tax-Free Income Fund	1.19%	+2.69%	+5.71%	+0.66%
DFCF	Dimensional Core Fixed Income ETF	0.17%	+6.89%	+6.62%	—
DDJRX	Polen Opportunistic High Yield Fund	1.14%	+5.33%	—	—
VBLAX	VANGUARD LONG-TERM BOND INDEX FUND	0.06%	+1.94%	+4.73%	-4.50%
GIFSX	Guggenheim Floating Rate Strategies Fund	0.81%	+5.12%	+8.57%	+6.24%
SMAMX	ALPS \| Smith Total Return Bond Fund	0.89%	-19.26%	-19.45%	-23.51%
GIKRX	Guggenheim Limited Duration Fund	0.46%	+5.92%	+6.95%	+3.01%

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