Chartwell Short Duration Bond Fund — new fund registration

Chartwell Funds registered 1 new fund series on Form 485APOS, filed 2021-07-15. Featured series: Chartwell Short Duration Bond Fund.

Registration

• Registrant / trust: Chartwell Funds
• CIK: 0001697268
• Form: 485APOS
• Filed: 2021-07-15
• State of incorporation: DE
• Accession: 0001580642-21-003161
• Reported net assets: $5.7M

Series & classes (1)

Fees (from the effective prospectus)

• Gross expense ratio: 3.52%
• Management fee: 0.30%
• Net expense ratio: 0.40%
• Other expenses: 3.21%

Investment objective

The investment objective of the Chartwell Short Duration Bond Fund is to maximize current income by investing in high quality short maturity fixed income securities while also preserving capital.

Advisers

• Chartwell Investment Partners, LLC (Advisor)

Other filings by this registrant (9)

• NT NPORT-P — 2020-12-31
• NT NPORT-P — 2020-12-31
• NT NPORT-P — 2020-12-31
• NT NPORT-P — 2020-12-31
• NT NPORT-P — 2020-12-31
• N-1A/A — 2017-06-05
• N-1A/A — 2017-05-22
• 485APOS — 2017-05-05
• N-1A — 2017-03-29 (6 new series)

More

• Registrant profile: Chartwell Funds
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