BERBX Mutual Fund
BERBX Mutual Fund
BERBX Mutual Fund
Carillon Chartwell Mid Cap Value Fund Class C
BERBX Mutual Fund Overview
BERBX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class C) is managed by Carillon Family of Funds with $15,122.42 in net assets. BERBX expense ratio is 1.95%, holding 52 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2024-04-26.
BERBX performance shows a YTD return of 1.54%. The 1-year return is 8.04% and the 5-year return is 6.81%.
BERBX top holdings include Bruker Corp. (3.1%), Brunswick Corp (3.1%), U.S. Bank Money Market Deposit Account (3.0%), Jbt Marel Corp (2.8%), Regal Rexnord Corp (2.6%). Go to all BERBX holdings, BERBX sectors, or BERBX dividends.
BERBX can be compared against other funds. Use BERBX overlap to find shared positions, or BERBX vs another fund for a side-by-side view. BERBX alternatives are available via the screener, along with tax-loss harvesting opportunities.