BERDX Mutual Fund

BERDX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class R6) is managed by Carillon Family of Funds with $13,448.17 in net assets. BERDX expense ratio is 0.80%, holding 50 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2024-04-26.

BERDX performance shows a YTD return of 8.49%. The 1-year return is 17.53% and the 5-year return is 7.93%. BERDX dividend yield stands at 0.94%, paid annually.

BERDX 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 BERDX holdings, BERDX sectors, or BERDX dividends.

BERDX can be compared against other funds. Use BERDX overlap to find shared positions, or BERDX vs another fund for a side-by-side view. BERDX alternatives are available via the screener, along with tax-loss harvesting opportunities.