CWFRX

Active

Carillon Chartwell Short Duration High Yield Fund

Category: US Bond (5,386 funds)

Expense Ratio

0.39%

Annual Cost per $10K

$39.00

30-Year Fee Drag per $10K

$7,898

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.65%

Asset Allocation

US Bond

89%

Intl Bond

11%

Fee Comparison

CWFRX

0.39%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

49% cheaper than category average

Historical Returns

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

+11.08%19 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

CWFRX at 0.39%$341,121

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$39,492

Cost vs index fund−$36,303

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
CWFRX	Carillon Chartwell Short Duration High Yield Fund	0.39%	+6.65%	—	—
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	0.03%	+5.17%	+5.30%	-0.40%
VTBIX	VANGUARD TOTAL BOND MARKET II INDEX FUND	0.09%	+5.18%	+5.23%	-0.45%
DOXIX	Dodge & Cox Income Fund	0.33%	+6.08%	+6.94%	—
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	0.03%	+5.41%	+5.03%	+1.42%
AGG	iShares Core U.S. Aggregate Bond ETF	0.03%	+3.13%	+3.01%	-0.68%
BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	0.03%	+6.33%	+5.84%	-0.20%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	0.06%	+5.70%	+5.76%	+0.79%
FSIGX	Fidelity Series Investment Grade Bond Fund	0.00%	+3.72%	+3.94%	+0.37%
VIITX	VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min	0.02%	+6.11%	+5.62%	+1.05%
BAGSX	Baird Aggregate Bond Fund	0.55%	+5.24%	+5.74%	-0.32%
VWESX	VANGUARD LONG-TERM INVESTMENT-GRADE FUND	0.21%	+5.20%	+7.18%	-2.69%
JBFRX	Bond Fund	0.46%	+3.37%	+3.61%	-0.09%
JGCGX	JPMorgan Income Fund	0.39%	+6.58%	+5.52%	+2.95%
TBIIX	Nuveen Bond Index Fund	0.32%	+4.99%	+5.23%	-0.51%
FBND	Fidelity Total Bond ETF	0.36%	+3.85%	+4.04%	+0.36%
FUBFX	Fidelity U.S. Bond Index Fund	0.03%	—	—	—
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
IUSB	iShares Core Universal USD Bond ETF	0.06%	+6.50%	+6.20%	+0.26%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+5.65%	+6.14%	—
TRVZX	T. Rowe Price New Income Fund, Inc.	0.32%	+3.45%	+2.95%	-0.33%
VCLT	VANGUARD LONG-TERM CORPORATE BOND INDEX FUND	0.06%	+0.56%	+2.96%	-2.60%
BBTBX	Bridge Builder Core Bond Fund	0.12%	+5.74%	+6.07%	+0.23%
FSMTX	Fidelity SAI Total Bond Fund	0.29%	+4.17%	+4.37%	+0.79%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	0.06%	+5.71%	+5.29%	+2.12%
LCROX	Lord Abbett Core Fixed Income Fund	0.30%	+3.62%	+3.40%	-0.19%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
WACSX	Western Asset Core Bond Fund	0.42%	+5.84%	+5.74%	-1.05%
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+8.23%	+8.13%	+1.09%
DFCF	Dimensional Core Fixed Income ETF	0.17%	+6.89%	+6.62%	—
FAJEX	Frost Total Return Bond Fund	0.46%	-22.51%	-20.95%	-23.31%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+3.44%	+3.44%	-0.20%
JCBPX	JPMorgan Core Bond Fund	1.33%	+3.25%	+3.03%	-0.39%
FIFZX	Fidelity Series Bond Index Fund	0.00%	+3.08%	+3.01%	-0.71%
PARRX	PIMCO Real Return Fund	0.75%	+6.06%	+4.64%	+1.53%
UINCX	Victory Income Fund	0.84%	+5.93%	+6.54%	+0.81%
TBBWX	Nuveen Core Bond Fund	0.29%	+5.55%	+6.37%	+0.53%
SLDAX	SIIT LONG DURATION CREDIT BOND FUND	0.37%	+0.07%	+1.83%	-3.56%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
GVI	iShares Intermediate Government/Credit Bond ETF	0.20%	+4.52%	+3.89%	+0.54%
VISTX	VANGUARD INSTITUTIONAL SHORT-TERM BOND FUND$100M min	0.02%	+5.53%	+5.35%	+2.20%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	0.03%	+1.90%	+4.74%	-4.49%
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
LTRHX	Lord Abbett Total Return Fund	0.36%	+3.84%	+3.82%	+0.30%
BOND	PIMCO Active Bond Exchange-Traded Fund	0.54%	+6.39%	+6.50%	+0.19%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+6.38%	+6.33%	+2.19%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
SCHI	Schwab 5-10 Year Corporate Bond ETF	0.03%	+7.62%	+8.14%	+1.01%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+5.59%	+6.23%	+3.15%
BIMSX	Baird Intermediate Bond Fund	0.55%	+5.68%	+5.54%	+0.81%
TESHX	Nuveen Short Term Bond Index Fund	0.32%	+4.75%	+4.53%	+1.51%
THRLX	Thornburg Limited Term Income Fund	0.42%	+6.02%	+6.47%	+1.99%
UASBX	Victory Short-Term Bond Fund	0.47%	+5.45%	+6.10%	+3.14%
CRBVX	Catholic Responsible Investments Bond Fund	0.50%	+5.76%	+5.70%	—
SCHZ	Schwab U.S. Aggregate Bond ETF	0.03%	+5.19%	+5.24%	-0.47%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+5.99%	+6.30%	+0.72%
SUBTX	Carillon Reams Unconstrained Bond Fund	0.50%	+8.39%	+4.88%	+2.46%
MCFVX	Mercer Core Fixed Income Fund	0.64%	—	—	—
TCTRX	Nuveen Short Term Bond Fund	0.62%	+5.23%	+5.27%	+2.34%
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+6.72%	+6.55%	+0.85%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	0.14%	+3.36%	+4.42%	-0.63%
ITBFX	THE HARTFORD TOTAL RETURN BOND FUND	0.32%	+6.58%	+6.85%	+0.41%
TOTL	SPDR DoubleLine Total Return Tactical ETF	0.55%	+5.91%	+6.13%	+0.51%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+5.36%	+6.49%	+1.57%
SCOAX	SIIT CORE FIXED INCOME FUND	0.37%	+3.26%	+3.37%	-0.51%
SWAGX	Schwab U.S. Aggregate Bond Index Fund	0.04%	+3.16%	+2.96%	-0.76%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	0.10%	+3.05%	+2.92%	-0.79%
JPIE	JPMorgan Income ETF	0.39%	+7.06%	+6.50%	—
SFRZX	Virtus Seix Floating Rate High Income Fund	0.54%	+7.01%	+9.36%	+6.80%
JAGBX	Select Bond Trust	0.60%	+5.68%	+5.87%	-0.15%
TIIUX	Core Fixed Income Fund	0.47%	+3.04%	+2.75%	-1.01%
SIDCX	SIIT INTERMEDIATE DURATION CREDIT FUND	0.32%	+3.69%	+4.18%	-0.20%
NEAR	iShares Short Duration Bond Active ETF	0.25%	+5.70%	+6.16%	+3.64%
MXBIX	Empower Bond Index Fund	0.50%	+4.67%	+4.26%	-1.27%
CUSOX	Columbia Ultra Short Term Bond Fund	0.44%	+4.85%	+5.55%	+3.29%
SPAB	SPDR Portfolio Aggregate Bond ETF	0.03%	+5.24%	+5.27%	-0.43%
DDTRX	DoubleLine Total Return Bond Fund	0.43%	+6.48%	+5.82%	+0.49%
MBB	iShares MBS ETF	0.04%	+3.34%	+2.81%	-0.45%
TBPPX	Nuveen Core Plus Bond Fund	0.45%	+4.97%	+6.27%	+0.48%
MBFAX	Allspring Core Bond Fund	0.65%	+6.07%	+5.62%	+2.12%
NSTDX	Columbia Short Term Bond Fund	0.37%	+5.96%	—	—
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	+4.82%	+4.13%	+1.27%
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
FNSOX	Fidelity Short-Term Bond Index Fund	0.03%	+4.74%	+4.18%	+1.30%
PBIQX	Bond Market Index Fund	0.40%	+2.63%	+2.59%	-1.07%
FLIBX	American Funds Inflation Linked Bond Fund	0.36%	+5.34%	+1.51%	+0.86%
thopx	Thompson Bond Fund	0.74%	+8.43%	+7.09%	+5.01%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
ACBPX	Diversified Bond Fund	0.01%	+5.45%	+5.35%	-0.20%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+5.60%	+5.10%	-0.20%
DDCPX	Doubleline Shiller Enhanced CAPE	0.49%	+10.92%	+15.63%	+12.01%
HTRB	Hartford Total Return Bond ETF	0.29%	+6.58%	+6.82%	+0.37%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
HIGFX	American High Income Trust	0.32%	+8.57%	+10.59%	+7.12%
JSNAX	Short Duration Bond Fund	0.38%	+5.35%	+5.02%	+2.58%
HIABX	HARTFORD TOTAL RETURN BOND HLS FUND	0.52%	+5.51%	+6.42%	+0.13%
PLIAX	Aristotle Core Income Fund	0.85%	+5.24%	—	—

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