BERDX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class R6) is managed by Carillon Family of Funds with $13,577.81 in net assets. BERDX expense ratio is 0.80%, holding 51 positions across sectors including Unknown. Inception date: 2024-04-26.

BERDX performance shows a YTD return of 10.45%. The 1-year return is 21.86%. BERDX dividend yield stands at 11.36%, paid annually.

BERDX top holdings include QSR:CA (3.2%), BC (3.0%), KEX (2.9%), RRX (2.8%), BKR (2.8%). View all BERDX holdings, sector breakdown, or dividend history.

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