BERAX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class A) is managed by Carillon Family of Funds with $15,819.45 in net assets. BERAX expense ratio is 1.20%, holding 51 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2024-04-26.

BERAX performance shows a YTD return of 12.63%. The 1-year return is 21.38%. BERAX dividend yield stands at 10.98%, paid annually.

BERAX 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 BERAX holdings, sector breakdown, or dividend history.

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