BERCX Mutual Fund

BERCX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class I) is managed by Carillon Family of Funds with $17.2M in net assets. BERCX expense ratio is 0.90%, holding 50 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2002-05-01.

BERCX performance shows a YTD return of 8.37%. The 1-year return is 17.39% and the 5-year return is 6.13%. BERCX dividend yield stands at 0.87%, paid annually.

BERCX 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 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.