BERAX Mutual Fund

BERAX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class A) is managed by Carillon Family of Funds with $15,647.82 in net assets. BERAX expense ratio is 1.20%, holding 50 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2024-04-26.

BERAX performance shows a YTD return of 8.07%. The 1-year return is 17.08% and the 5-year return is 7.60%. BERAX dividend yield stands at 0.57%, paid annually.

BERAX top holdings include Bruker Corp. (3.7%), Regal Rexnord Corp (2.9%), The Hanover Insurance Group, Inc. (2.7%), Allegion Plc (2.7%), Crown Holdings Inc. (2.6%). Go to all BERAX holdings, BERAX sectors, or BERAX dividends.

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