Mutual Funds

Chartwell Investment Partners LP

Exchange Hours Website
9:30 - 15:59 ET www.chartwellip.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
CARILLON CHARTWELL SMALL CAP GROWTH FUND CWSGX USD 10,000 USD 0 N/A No Load CLASS I Yes
CARILLON CHARTWELL INCOME FUND BERIX USD 10,000 USD 0 N/A No Load CLASS I Yes
CHARTWELL SHORT DURATION HIGH YIELD FUND CWFIX USD 10,000 USD 0 Bond No Load CLASS I Yes
CARILLON CHARTWELL SMALL CAP VALUE FUND CWSIX USD 10,000 USD 0 N/A No Load CLASS I Yes
CHARTWELL MID CAP VALUE FUND BERCX USD 10,000 USD 0 N/A No Load CLASS I Yes
CHARTWELL SHORT DURATION BOND FUND CWSDX USD 1,000 USD 0 N/A N/A INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.