BERGX Mutual Fund

NAV$14.19

AUM$850,307.5

TER0.85%

Holdings62

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BERGX Mutual Fund

NAV$14.19

Carillon Chartwell Real Income Fund Class A

AUM$850,307.5

TER0.85%

Holdings62

See how much of BERGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

BERGX NAV Chart

Period	BERGX return
Latest NAV	$14.19
1 month	+2.19%
3 months	+1.16%
6 months	-0.92%
Year to date	+3.74%
1 year	+6.25%
3 years	+8.38%
5 years	+3.85%
10 years	+4.24%

BERGX Mutual Fund Price Chart

BERGX NAV chart displays historical price data and trading volume. Year-to-date, BERGX has returned 3.74%. The current price is $14.19.

BERGX price history helps investors identify trends and make informed decisions. BERGX returns break the record out by period. BERGX vs another fund lets you evaluate against similar funds.