BERBX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class C) is managed by Carillon Family of Funds with $16,162.61 in net assets. BERBX expense ratio is 1.95%, holding 51 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2024-04-26.

BERBX performance shows a YTD return of 10.87%. The 1-year return is 20.42%. BERBX dividend yield stands at 10.41%, paid annually.

BERBX 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%). View all BERBX holdings, sector breakdown, or dividend history.

BERBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BERBX alternatives are available via the screener, along with tax-loss harvesting opportunities.