BERCX Mutual Fund

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, Information Technology, Consumer Discretionary. Inception date: 2002-05-01.

BERCX performance shows a YTD return of 12.84%. The 1-year return is 20.92% and the 5-year return is 7.14%. BERCX dividend yield stands at 11.27%, 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 Co (2.8%). 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.