BERHX Mutual Fund

BERHX Mutual Fund (Carillon Chartwell Real Income Fund Class C) is managed by Carillon Family of Funds with $12,148.06 in net assets. BERHX expense ratio is 1.46%, holding 62 positions across sectors including Financials, Energy, Health Care. Inception date: 2024-04-26.

BERHX performance shows a YTD return of 3.15%. The 1-year return is 5.62% and the 5-year return is 3.11%. BERHX dividend yield stands at 3.53%, paid monthly.

BERHX top holdings include Tsy Infl Ix N/B 1.63% 15Apr2030 (5.2%), Tsy Infl Ix N/b 04/29 3.875 (4.8%), U.S. Tips 0-1/8% 01/15/32 (4.8%), Tsy Infl Ix N/b 01/30 0.125 (4.8%), Us Treasury Inflation Indexed Bonds 1.75% Jan 15 28 (4.8%). Go to all BERHX holdings, BERHX sectors, or BERHX dividends.

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