BERCX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class I) is managed by Carillon Family of Funds with $18.8M in net assets. BERCX expense ratio is 0.90%, holding 51 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2002-05-01.

BERCX performance shows a YTD return of 11.46%. The 1-year return is 21.71% and the 5-year return is 7.40%. BERCX dividend yield stands at 11.29%, paid annually.

BERCX top holdings include Restaurant Brands International Inc. (3.2%), Brunswick Corp (3.0%), Kirby Corp (2.9%), Regal Rexnord Corp (2.8%), Baker Hughes A Ge Co. Class A (2.8%). View all BERCX holdings, sector breakdown, or dividend history.

BERCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BERCX alternatives are available via the screener, along with tax-loss harvesting opportunities.