BERCX Mutual Fund

BERCX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class I) is managed by Carillon Family of Funds with $16.8M in net assets. BERCX expense ratio is 0.90%, holding 52 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2002-05-01.

BERCX performance shows a YTD return of 2.38%. The 1-year return is 9.21% and the 5-year return is 6.86%. BERCX dividend yield stands at 0.92%.

BERCX 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 BERCX holdings, BERCX sectors, or BERCX dividends.

BERCX can be compared against other funds. Use BERCX overlap to find shared positions, or BERCX vs another fund for a side-by-side view. BERCX alternatives are available via the screener, along with tax-loss harvesting opportunities.