BERDX Mutual Fund

BERDX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class R6) is managed by Carillon Family of Funds with $14,064.74 in net assets. BERDX expense ratio is 0.80%, holding 51 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2024-04-26.

BERDX performance shows a YTD return of 12.89%. The 1-year return is 21.00% and the 5-year return is 7.93%. BERDX dividend yield stands at 11.34%, paid annually.

BERDX 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 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.