BERDX Mutual Fund
NAV$19.02
AUM$13,764.97
TER0.80%
Holdings51
BERDX Mutual Fund
NAV$19.02
Carillon Chartwell Mid Cap Value Fund Class R6
AUM$13,764.97
TER0.80%
Holdings51
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BERDX Mutual Fund Performance
BERDX performance across multiple time periods: 1-month 2.79%, YTD 11.51%, 1-year 21.86%.
BERDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.
BERDX performance comparison shows side-by-side returns with another fund. BERDX alternatives are available in the Mutual Fund Screener.