BERBX Mutual Fund

BERBX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class C) is managed by Carillon Family of Funds with $16,320.46 in net assets. BERBX expense ratio is 1.95%, holding 51 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2024-04-26.

BERBX performance shows a YTD return of 12.24%. The 1-year return is 19.71% and the 5-year return is 6.81%. BERBX dividend yield stands at 10.39%, paid annually.

BERBX top holdings include Bruker Corp. (3.1%), Brunswick Corp (3.1%), Appalachian Power Co Sr Unsecured 04/34 5.65 (3.0%), John Bean Technologies Corp (2.8%), Regal Beloit 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.