BERBX Mutual Fund

BERBX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class C) is managed by Carillon Family of Funds with $16,724.56 in net assets. BERBX expense ratio is 1.95%, holding 51 positions across sectors including Industrials, Information Technology, 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 Restaurant Brands International Inc. (3.2%), Brunswick Corp (3.0%), Kirby Corp (2.9%), Regal Rexnord Corp (2.8%), Baker Hughes Co (2.8%). 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.