BERCX Mutual Fund
NAV$19.00
AUM$19M
TER0.90%
Holdings51
BERCX Mutual Fund
NAV$19.00
Carillon Chartwell Mid Cap Value Fund Class I
AUM$19M
TER0.90%
Holdings51
BERCX Mutual Fund Performance
BERCX performance across multiple time periods: 1-month 2.79%, YTD 11.46%, 1-year 21.71%, 3-year 11.93%, 5-year 7.40%, 10-year 8.79%.
BERCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.
BERCX performance comparison shows side-by-side returns with another fund. BERCX alternatives are available in the Mutual Fund Screener.